Andrea Gellert runs a financial services boutique called Wealth Strategies in Boca Raton, Florida. She works with people who want to preserve their assets as much as possible, leave their money to those they love (and not the government). Her motto is “planning made simple”.
Her holistic approach combines experts from many fields like accountants, attorneys and other financial professionals to provide a cohesive all inclusive estate planning strategy and business protection strategy. These strategies take into consideration that everyone is different and has different needs.
She acts as a liaison between you, the insurance companies and the medical underwriters to help provide you with the best possible outcome with the least possible costs. She has become a “go to person” in the estate planning arena and provides her clients a “planning made simple approach” utilizing her knowledge to facilitate this very complex and important process. Andrea has a way of taking complex strategies and putting them into terms that everyone can understand.
She and others that she works with review everything from Long Term Care Insurance, Disability Income Insurance, Life Insurance, Legal Documents, Investments, Business and Succession Planning, making sure everything works together.
Andrea is committed to creating relationships not transactions.
Andrea is authorized by the State of Florida to lead continuing education seminars to CPAs and Insurance Agents. Andrea is the Past President of Women in Insurance and Financial Services, on The Board of Directors of Kids-4-Kids and Plaza Theater, both non profit organizations.
She’s been serving and taking care of people like yourself for the last 17 years. Andrea brings her experience of being Chief Operations Officer for 39 medical practices over 13 years to the table.
More importantly, Andrea strives to make life easier for people and those important to them.
Andrea Gellert is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in the following states: Pennsylvania, New Jersey. Andrea Gellert is insurance licensed in the following states: Pennsylvania, New Jersey, New York.
Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.