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Your Trusted Insurance & Investment Partner in Melbourne, FL
Borde & Associates PA is a faith-guided, independent insurance agency and registered investment adviser representative serving individuals, families, and businesses in Melbourne, FL. Founded on principles of integrity and community service, we partner with trusted national carriers and investment providers to deliver personalized insurance and financial solutions. Our team specializes in Medicare, health, life, and long-term care insurance, alongside retirement planning, diversified investments, and business risk management.With Florida-licensed professionals, we prioritize building lasting relationships while staying ahead of industry reforms to offer timely, cost-effective solutions. Our mission remains to provide tailored guidance that aligns with clients' evolving needs, ensuring transparency and ethical service in every interaction.
Services
Health Insurance
Medicare Options
Retirement Planning
Business Insurance
Investment Advisory
Long-Term Care
Life Insurance
Annuities
Risk Management
Defined Benefit Plans
Highlights and features
- We offer 20+ years of experience in insurance and investment advisory services.
- Our team holds Florida 2-15 licensed insurance agents and RIA certifications.
- We guarantee cost-effective, tailored insurance and retirement planning options.
- Our faith-driven approach prioritizes ethical service and community impact.
- We provide 24/7 emergency contact for urgent insurance or investment needs.
Services
Health Insurance
Borde & Associates PA provides comprehensive health insurance solutions, including Medicare options and supplemental plans. Our specialists help individuals and families navigate coverage choices to ensure access to quality healthcare. We focus on matching clients with cost-effective plans that meet their specific medical needs and budget requirements.
Retirement Planning
Our retirement planning services include IRA, 401(k), and Roth conversions tailored to long-term financial security. We offer tax-free retirement strategies and diversified investment options to help clients achieve their post-career goals while managing risk effectively.
Business Insurance
We specialize in business insurance solutions covering health benefits, buy-sell agreements, and key employee retention strategies. Our team helps professional organizations implement risk management plans and succession strategies aligned with their operational objectives and growth targets.
Investment Advisory
As registered investment advisers, we provide diversified portfolio strategies and retirement account management. Services include new account setup, rollovers, and transfers focused on long-term wealth preservation and growth through personalized investment approaches.
Medicare Options
Our Medicare specialists assist clients in understanding and selecting appropriate coverage plans. We offer guidance on Part A/B/D options, supplemental policies, and prescription drug coverage to ensure comprehensive healthcare protection for seniors in compliance with federal regulations.
Questions
What insurance products does Borde & Associates offer?
We provide health, life, Medicare, long-term care, annuities, business insurance, and voluntary benefits like disability coverage.
Are you licensed to operate in Florida?
Yes, our team holds Florida 2-15 insurance licenses and operates as registered investment adviser representatives.
Do you offer 24/7 emergency support?
We provide 24/7 emergency contact options for urgent insurance or investment-related inquiries.
What investment services are available?
We offer retirement planning, diversified portfolios, IRA/401(k) management, and tax-free investment strategies.
How do you handle client data privacy?
We comply with GDPR and Data Protection Act regulations, with privacy policies available on our website.
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