Who Are We
Vertex Retirement advisors is a Brokerage firm servicing the central Florida area. We contract with all of the most competitive carriers in order to provide multiple options to all of our clients. We know planning for retirement can be very overwhelming. At Vertex Retirement Advisors we pride ourselves in developing strong, long lasting relationships with our clients by employing a one on one approach in order to asses each individual’s needs and provide suitable guidance. We specialize in multiple health insurance products, Medicare product benefits, and financial planning. With a combined experience of over 30 years, our agents are highly suited to walk you through your options and assist you in accomplishing all your retirement goals.
Our Mission
Our Mission is to walk hand in hand with our clients no matter what stage in their retirement planning process. Whether you’re just starting your career, new to Medicare, or maybe have been retired for a while, we want to make sure you get the most out of your retirement all the while getting the healthcare you need.
