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Discover the Smartest Insurance Solution

Shrewd insurance advice and decades of experience are just the beginning.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

Auto
If you drive or own a vehicle, being insured is more than just a convenience – it’s a necessity.
Home
Homeowners insurance products can help you protect your home and belongings should disaster strike.
Life
Life can move pretty fast sometimes. Having life insurance can ensure you and your loved ones remain protected even during life’s unexpected events.
Business
When it comes to commercial concerns, few firms know business insurance products like we do. Take advantage of a team that remains flexible and vigilant, so you don’t have to.
Financial Services
When most of us think of commercial property insurance, thoughts of towering skyscrapers and industrial buildings come to mind. But it’s the often-overlooked pieces of commercial property that are most important to your business.

Meet Our Team

Put a century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more for a more insurance savvy you.

About Us

We are an independent firm dedicated to assisting clients with their most significant insurance needs. We offer multiple insurance products, coupled with unbiased advice and recommendations. Our goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees protect their dreams.

Our Services

Jorge Perez

CEO

407-327-2550

jperez@soperperez.com

Bill Norton

Small Business Expert

407-327-2550

Maria Baxter

Personal Lines & Office Manager

407-327-2550

Norma Luongo

Commercial Lines

407-327-2550

"Having insurance doesn't guarantee good health outcomes, but it is a critical factor."

- Irwin Redlener

"An investment in knowledge pays the best interest."

- Benjamin Franklin

"Frugality includes all the other virtues."

- Cicero

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

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Should You Have More Than One Life Policy?

Whether you need more than one life insurance policy will depend on your personal and financial situation. In this article, we explore some of the reasons one might purchase additional policies.

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Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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