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          Assurity Wealth Management has 1 locations, listed below.

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            Business ProfileAssurity Wealth Management

            Financial Planning Consultants

            Contact Information

            2429 Manatee Ave E Unit 18

            Bradenton, FL 34208-2407

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            (941) 739-5006

            Customer Reviews

            1/5

            Average of 1 Customer Reviews

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            Customer Complaints

            This business has 0 complaints

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            BBB Rating & Accreditation

            A+

            This business is not BBB Accredited

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            Years in Business: 17

            Customer Reviews are not used in the calculation of BBB Rating

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            Business Details

            Location of This Business
            2429 Manatee Ave E Unit 18, Bradenton, FL 34208-2407
            BBB File Opened:
            9/8/2014
            Years in Business:
            17
            Business Started:
            1/19/2007
            Licensing Information:
            This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
            BBB records show a license number of IA0903781 for this business, issued by Dept of Financial Service

            These agencies may include:

            Dept of Financial Service

            200 E Gaines St

            Tallahassee FL 32399

            (877) 693-5236

            https://www.myfloridacfo.com/

            BBB records show a license number of 143451 for this business, issued by Securities and Exchange Commission

            These agencies may include:

            Securities and Exchange Commission

            450 5th Street, NW

            Washington DC 20549

            (800) 732-0330

            BBB records show a license number of 3259135 for this business, issued by Securities and Exchange Commission

            These agencies may include:

            Securities and Exchange Commission

            450 5th Street, NW

            Washington DC 20549

            (800) 732-0330

            Type of Entity:
            Corporation
            Alternate Business Name
            • BeeSure Wealth Management, Inc.
            Business Management
            • Mr. David S. Appleby, President
            • Mrs. Monica L. Appleby, Secretary
            Contact Information

            Principal

            • Mr. David S. Appleby, President

            Customer Contact

            • Mr. David S. Appleby, President
            • Mrs. Monica L. Appleby, Secretary
            Additional Contact Information

            Fax Numbers

            • (941) 866-0998
              Primary Fax
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            Customer Complaints

            0 Customer Complaints

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            Customer Reviews

            1 Customer Reviews

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            Most Recent Customer Review

            Dawn S

            01/23/2023

            He had me take my investment money and have it deposited in my name to my bank. It should have been rolled over to annuity and/or Ira as that's where it came from. Therefore I had to pay $1500.oo to IRS because it had been made out to me. When I left this agency the owner knew that was going to happen so he said to me "HAVE A NICE LIFE" cause he knew I would have to pay and really for the way he did me on that incident,he should have to pay part of it because he knew by being in that type of business that the IRS would get more tax money. He was not right and did not handle situation properly if he is really a fiduciary. His name was David A. and swears he's a Christian man. But this proves different. How can you love God and treat people this way


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            BBB of West Florida

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