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Investment & Insurance Planning Services, LLCFinancial advisor in Oviedo, FL

Investment & Insurance Planning Services, LLC is a financial advisor at 261 Plaza Dr B, Oviedo, FL 32765, ranked #6 of 334 financial advisors in Oviedo and rated 5.0 from 40 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Oviedo, FLUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Investment & Insurance Planning Services, LLC
Address261 Plaza Dr B, Oviedo, FL 32765Get directions
Phone(407) 542-3249
Websitedavidblountiips.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 2 PM
Google rating5.0 from 40 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Oviedo and 11 towns within 25 miles: Winter Springs, Goldenrod, Casselberry, Alafaya, Longwood, Lake Mary, Winter Park, Altamonte Springs, Maitland, Sanford and Azalea Park.

Based in Oviedo, FLView on map

Opening hours

Opening hours for Investment & Insurance Planning Services, LLC
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 2 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Investment & Insurance Planning Services, LLC

How is Investment & Insurance Planning Services, LLC ranked in Oviedo?

Investment & Insurance Planning Services, LLC is ranked #6 of 334 financial advisors in Oviedo by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Investment & Insurance Planning Services, LLC’s hours?

Investment & Insurance Planning Services, LLC is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 2 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Investment & Insurance Planning Services, LLC serve?

Serves Oviedo and 11 towns within 25 miles: Winter Springs, Goldenrod, Casselberry, Alafaya, Longwood, Lake Mary, Winter Park, Altamonte Springs, Maitland, Sanford and Azalea Park. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Investment & Insurance Planning Services, LLC?

Investment & Insurance Planning Services, LLC has a rating of 5.0 from 40 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Investment & Insurance Planning Services, LLC?

Call Investment & Insurance Planning Services, LLC on (407) 542-3249. The business is at 261 Plaza Dr B, Oviedo, FL 32765. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Investment & Insurance Planning Services, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Investment & Insurance Planning Services, LLC (this business)—705.0 (40)NoNo
Addition Financial Credit Union - South Orlando#4714.8 (594)NoNo16.2 mi
Dias Wealth#5714.9 (202)NoNo11.2 mi
Strong Point Financial, Inc.#7704.9 (438)NoNo20.8 mi

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