Business Details
26 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Largo Financial Services has been dedicated to empowering individuals and businesses with comprehensive financial solutions since its founding in 2000. With over 18 years of experience in the financial sector, our team combines deep industry expertise with a commitment to personalized service, guided by core values of Knowledge, Integrity, and Action. We specialize in tax-free retirement strategies, life insurance, estate planning, and employee benefits, helping clients navigate complex financial landscapes with confidence.Recognized as a leader in our field, we have maintained top sales and recruitment rankings within the ACA network for four consecutive years. Our focus extends beyond transactionswe prioritize education, equipping clients with tools and insights to achieve long-term financial security. Through six nationwide branches, we deliver tailored advice that aligns with each client's unique goals, ensuring they are prepared for both immediate needs and future aspirations.
Services
Tax-Free Retirement Planning
Life Insurance Solutions
Estate Planning Services
Employee Benefits Programs
Disability Income Protection
College Savings Strategies
Mortgage Protection Plans
Long Term Care Insurance
Financial Consultations
Wealth Accumulation Strategies
Details
- Year established: 2000
Highlights and features
- We offer 18 years of experience in personalized financial planning and advisory services.
- Our team holds top industry rankings for sales and recruitment excellence.
- We provide nationwide service through six strategically located branches.
- Our client-focused approach emphasizes education and long-term financial security.
- We specialize in innovative solutions like tax-free retirement and mortgage protection.
What people say
Learned much
Alot to think about
Dynamic employee benefits
Wealth accumulation principles
Personalized college planning
Services
Tax-Free Retirement Planning
Our tax-free retirement solutions help clients build sustainable income streams while minimizing tax liabilities. We utilize cash value life insurance and index-linked strategies to create guaranteed lifetime income, with flexibility for tax-free withdrawals and intergenerational benefits. Clients receive personalized consultations to align strategies with their lifestyle goals and risk tolerance.
Life Insurance Solutions
We offer term and permanent life insurance products tailored to temporary or lifelong protection needs. Our solutions help clients safeguard family finances, cover mortgages, and build cash value for future use. Policyholders benefit from living benefit riders and customizable structures that adapt to changing life circumstances while maintaining death benefit security.
Estate Planning Services
Our estate planning packages include wills, trusts, and power of attorney documents to ensure asset protection and smooth wealth transfer. The Dynamic Trust Portfolio offers comprehensive legal documentation with 24/7 digital access, emergency healthcare provisions, and customization options to minimize probate challenges and tax implications.
College Savings Strategies
We help families navigate college funding options through 529 plans, life insurance alternatives, and customized savings strategies. Our free college planning report analyzes financial aid eligibility, scholarship opportunities, and tax-efficient savings methods to reduce education costs while preserving retirement security.
Mortgage Protection Plans
Our mortgage protection solutions provide financial security against income loss from illness, injury, or death. Clients can choose between traditional or structured plans that either pay beneficiaries directly or settle mortgage balances automatically, with optional riders for disability coverage and cash value accumulation.
People
Douglas A. C. Eze
Founder
Established Largo Financial Services in 2000 with a vision to democratize financial education. Recognized as ACA's top insurance recruiter since 2005, he leads a team that has maintained national sales leadership for four consecutive years while expanding financial literacy programs nationwide.
Questions
What financial planning services do you specialize in?
We specialize in tax-free retirement strategies, life insurance, estate planning, mortgage protection, and college savings plans tailored to individual and business needs.
How can I schedule a consultation?
Call 1-888-956-7526 or use our website's scheduling tool to book a free consultation with a licensed financial advisor.
Do you offer services for business owners?
Yes, we provide employee benefits programs, business succession planning, and asset protection strategies specifically designed for small to mid-sized businesses.
What makes your college savings planning unique?
Our free customized college planning report analyzes financial aid eligibility, scholarship opportunities, and tax-efficient savings methods while considering family retirement goals.
Are your financial advisors certified?
Our team includes licensed professionals with specialized expertise in retirement planning, insurance products, and estate preservation strategies.
What locations do you serve?
We operate from six branches in Virginia, Florida, and Maryland, serving clients nationwide through virtual consultations and local offices.
Reviews (1)
Angela Collins
Jan 07, 2019
Report
Amazing Team of Financial professionals and excellent Financial educators. The best insurance agents in the area with a superb debt freedom program.
