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321.926.4674

Financial Planning in Titusville and Orlando FL

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At www.filichia-agency.com, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from www.filichia-agency.com, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, www.filichia-agency.com is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact www.filichia-agency.com today to see how Financial Planning can help achieve your goals.

Our Locations

Filichia Insurance Agency Inc.

1703 S. Washington Av.
Titusville, FL 32780
Main office: 321-926-4674
Toll free: 855-592-1190
Fax: 321-264-9770

Filichia Insurance Agency Inc - Orlando/Avalon

12301 Lake Underhill Road, Suite 213
Orlando, FL 32828
Main office: 407-745-4416
Toll free: 855-592-1190
Fax: 321-264-9770

Our Providers

Testimonials

Rita and I both wanted to say 'thanks' again for everything you did to make things work with our time crunch!! I do understand that our lack of proper planning does not constitute an emergency for you, and truly appreciate your dedication and assistance. I look forward to working with you in the future.
Kio A.
Just wanted to thank the agent Katherine at Filichia Insurance in Titusville Fl. A breath of fresh air. She was very helpful and courteous in guiding us to make decisions for our home owners policy.
Mr. P
Bob, I just want to thank you very much for the quick response you provided to my request. I just received a call from the school board stating they received the necessary paperwork to prove we had liability insurance. You certainly went above and beyond getting this request fulfilled in a timely manner.
Marlo M
...I have always been impressed with your company's high standards and employees' ability to save me the most money as possible with my policies. We highly recommend Katherine Rallo for your employee of the month.
Suze C
Surprisingly flexible and in-touch with my needs as a small business owner. Can't ask for more.
Spencer F.
They have strong ties with the community, and it shows. It's nice to do business with people that really show they care about you and your family.
Susan T.
Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.
Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!
Michelle D.
Over the years we've never once had to worry about our coverage. My husband and I are long-time customers and proud to be.
Carol S.