History

Michael Whitaker and Associates, LLC is located in The Villages, Florida and is one of the top financial advisory firms in the region. The company specializes in Insurance and Financial Services ranging from Medical Insurance, Long Term Care, Life Insurance, Annuities and Securities. Michael has a firm belief that insurance and investments are intertwined, therefore his firm has a well rounded approach to financial planning.

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At Michael Whitaker and Associates we believe that insurance and investments are inter-twined and requires a more holistic approach to financial planning. This begins with thorough information gathering at the initial appointment. Our clients needs will always come first.