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Investment & Insurance Planning Services, LLC

5.0 13 reviews
Overall rating
5.0
out of 5
13 reviews
5 star 100%
4 star 0%
3 star 0%
2 star 0%
1 star 0%
Sep 2026
5.0
My wife and I worked with David on a financial portfolio/plan. David is very responsive and has secured our retirement future. David is professional and extremely knowledgeable in investment finance. I recommend Investment and Insurance Planning Services to anyone looking for a firm that they can trust with their future as we did.
Sep 2026
5.0
David Blount and his team have been a financial guiding light for several years. The patience and professionalism has been more than appreciated in keeping our portfolio in the best possible position. Complete trust and confidence in all of the advice given.
Aug 2026
5.0
I have been a client of Investment & Insurance Planning Services for well over ten years. I have always found then to be very responsive and an excellent source of information / advice on a range of topics pertaining to my investments and life insurance needs.
Photos of Investment & Insurance Planning Services, LLC, 261 Plaza Dr B,  Oviedo
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Hours

Monday 9AM - 5PM
Tuesday 9AM - 5PM
Wednesday 9AM - 5PM
Thursday 9AM - 5PM
Friday 9AM - 5PM
Saturday Closed
Sunday Closed

Location

261 Plaza Dr B, Oviedo, FL 32765

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Investment & Insurance Planning Services, LLC · 261 Plaza Dr B, Oviedo, FL 32765

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