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Speak With Our Team

P: 321-299-9424

About Our Agency

Alfredia Siplen - C.A. President

Alfredia Siplen - C.A. President is Multi-Talented passionate energetic successful entrepreneur. She is a Certified Paralegal with a specialty in Estate Planning, Civil Litigation with Honors, License Insurance Agent specialized in Life, Health, Medicare, Disability, Critical Illness. Retirement/Financial Management Specialize in 401k,403b, IRA and Annuities Etc., Legal Services, Consulting, Financial Coaching. Former Treasurer for Local Ministry and Volunteer at Score (start up business). Alfredia Siplen continuing her education in the Financial industry and Volunteering Services.

Tavarea Copeland

Tavarea is a well-experienced computer tech who specializes in website design, graphic design, social media marketing, pdf creation, financial assistance, money management, and massive research. Tavarea works as an office manager and has over 8 years experience in managing websites, money, and other business needs. Tavarea is continuing his skills at winter park tech.

Overview

A&D: Provide knowledgeable professional Financial/Consulting Service to each of our client(s) our professional staff is trained and license to meet each client(s) specifications and requirements.

 

A&D Commitment: We are committed to providing outstanding service to each of our clients. Along with our dedicated team, we can provide the best services to fulfill all of your financial needs.

 

A&D Standards of Merit: *Relationships * Communication * Actionable * Trust * Innovation * Accessibility

 

A&D Financial Insurance & Consulting Services we are pleased that you are visiting our website surveying ways you can prepare for the future. We are here to enlighten and educate you on making a sound financial decision.

Vision

Helping individuals and Families realize their dream and achieve their Insurance, Financial and Legal(ProSe) goals.

Mission

Raise the expectations of services in the Financial & Consulting industry by providing individually tailored client service and by treating each client as a tremendous source of referral business. We will accomplish this MISSION by maintaining a highly qualified and experienced team of financial service professionals whose meticulous attention to detail, focus on time and relationship management, and product knowledge will yield a best in class client service experience.

Memberships