About us

Independent advice you can verify.

Candor Financial Solutions LLC was founded on a simple idea: people deserve insurance and financial guidance that's tailored to them, explained clearly, and free of pressure. We're an independent agency, which means we work for you, not a single carrier.

Our licensed advisors come from diverse backgrounds — risk management, financial planning, and small-business operations — and bring a combined 20+ years of experience to every conversation. We hold appointments with 30+ carriers across personal, commercial, life, health, and retirement product lines.

We believe a strong client relationship is built on small, reliable touchpoints: appointment reminders that actually arrive, policy updates that are easy to read, and a real human reachable by call or text when you need help. That's why we offer SMS communications — always with your express consent and easy to turn off any time.

Licensing

Candor Financial Solutions LLC is licensed to sell insurance in Florida. NPN: 8500637.