About Us

Okey Ryan Associates consults with clients concerning their "life cycle" issues and develops strategies in conjunction with insurance and financial products to integrate plans that benefit the client and limit their exposure to risk or enhance their quality of life. Our role is to be the client's financial and insurance co-pilot in good times and in bad. In meeting client's dreams and needs the best solution is an individualized combination of choices that includes the "whole" client's needs and aspirations. Client contacts develop strategies where they choose insurance and financial products that act as an important part in client-based solutions. We act as a financial life coach. The technologies utilized are the ones that the client is most comfortable using whither pen and paper, texting or email. Small business owners, high achieving wage earners over age 50 and existing clients are our paths to growth. Cultivating existing customer referrals is a key to long-term growth. Give me a call at 727-637-6558.

Specialties: Financing, goal clarification, asset protection, Medicare Advantage, and “Helping clients succeed”