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Lakewood Financial Services Lakewood Financial is an independent insurance agency in business since 2003 serving Bradenton, Lakewood Ranch & Sarasota. We have over 25 years' experience in the insurance business with extensive knowledge in Personal Insurance, Business Insurance, Medicare Insurance & Life Insurance. We represent over 80 high quality insurance companies so that our customers have many choices for the best policies to meet their needs.
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Liability coverage pays for your legal responsibility to others for bodily injury or property damage. Medical coverage pays for the cost of treating injuries, rehabilitation and sometimes lost wages and funeral expenses. An auto insurance policy is comprised of six different kinds of coverage. Most states require you to buy some, but not all, of these coverages.
Bodily Injury, including the cost of care, the loss of services, and the restitution for any death that results from injury. Property Damage coverage for the physical damage to property of others or the loss of use of that property. Products-Completed Operations provides liability protection (damages and legal expenses up to your policy's limit) if an injury ever resulted from something your company made or service your company provided.
There's something you should know: Flood losses are not covered by your homeowners insurance policy. Floodwaters have the power to damage not only your home and sense of security, but also your financial future. How can you protect your most important investment in case of flooding?
What kinds of health insurance are there? There are essentially two kinds of heath insurance: Fee-for-Service and Managed Care. Although these plans differ, they both cover an array of medical, surgical and hospital expenses. Most cover prescription drugs and some also offer dental coverage. These plans generally assume that the medical professional will be paid a fee for each service provided to the patient.
Reviews (18)
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Ray Foote
Apr 17, 2021
Greg has been extremely helpful to me handing all my insurance needs as well aa helping me out with my mother in law He gets back to me in a very timely manner
Jeffrey Anderson
Feb 26, 2021
I just moved to Florida and my wife and I needed car insurance. Greg was able to secure a policy very quickly and extremely affordable. Greg did such a good job I gave Lakewood Financial all our policies for my home and business. His follow up has been prompt and professional. Well done Lakewood Financial. Dr. Jeffrey Anderson
Richard Lozier
Feb 23, 2021
Always professional, respectful, and willing to assist in resolving any issues.
Michael Mast
Oct 19, 2020
Great customer care, friendliness, and knowledge of the industry which allows my wife and I to have an insurance package tailored to our situation.
Richard Celusta
Aug 11, 2020
We are moving to Bradenton and Lakewood Financial was recommended by several people. I used their contact page on the website and messaged them about setting up home insurance, flood insurance and coverage for two vehicles and heard nothing back so I tried their Facebook on Thursday and then called and left a message on Friday. My Facebook message has still not been read nor have I received a call back. If it is this hard to buy the policies then I cannot imagine how bad it would be if I had a problem.
John Holly
Jul 12, 2020
The level of professionalism, courtesy and customer care is fantastic. Your staff are always very helpful with our business needs.
Randy Thompson
Jan 21, 2020
Greg was very thorough and detailed with the process. The rates are fantastic and they offer everything. All of my future business will go through Lakewood Financial.
Ben Johns
May 11, 2019
Greg was extremely good to my elderly uncle, and helped him save a lot of money on his home and auto insurance. Greg really took the time to explain the policy's and really listened to my uncle. Greg is very patient and understanding, this is a great company and would highly recommend them to anyone.
John A.
Dec 24, 2018
Having lived in Sarasota for 30+ years, I have used a number of Insurance brokers. Most have decided that, once they sign you up for a policy, they don't need to have another contact, other than the seemingly obligatory calendar and a renewal notice, which makes me feel as if they don't actually care anymore, (I don't think they do)!

Then I was recommended to Lakewood Financial. The level of attentiveness and service, I have received is exceptional, with the unobtrusive occasional emails/calls, asking, for feedback, (they do actually listen as well), to questioning if there has been any life changes, (which may require reevaluation of coverage, both up and down). Upon being dropped, along with the rest of Florida, by my Homeowners carrier, which I obtained prior to my Relationship, with Lakewood Financial.

I contacted Mark Holley, who feverishly obtained replacement coverage, in a much needed expeditious manner. He didn't just stop at obtaining the coverage required, with time now on our (his) side he then went above and beyond, to secure equal coverage at a far more economical rate. He did this out of his own volition, not at my request. Having asked me if he could do this, knowing that the "temporary emergency" coverage, was somewhat more costly, than the payments to my prior carrier.

I have since, as policies for various coverages come due, been migrating all of them over to Lakewood Financial. I have also been very vocal in recommending them to friends, knowing that they will also be well served. I am also happy to say, I have yet to receive and unwanted calendar from Lakewood Financial!
Leigh B.
May 29, 2018
Martin you were so easy to work with and provided so much input. You couldn't be nicer and always are very prompt with your feedback. I really appreciate you being my Insurance Agent, only wish you could handle my new home up here in NC. You Rock Martin!
Rickey Ruebsamen
May 18, 2018
Lakewood has done a great job in matching insurance carriers/plans with our specific needs and recommending cost-competitive options. They have a great staff with which to work.
Sonja W.
Jan 16, 2018
I would strongly recommend using a different provider. Our experience was with a careless agent who never sent documents we needed to sign, any time we needed to make change the agent was never in the office, and never completed a request without multiple phone calls.
Jeannetta Mouncey Den Dekker
Dec 18, 2017
Juliana at Lakewood Insurance is personable and knows her business. She is client oriented, "with it" and efficient. I am more than satisfied with her excellent service and great insurance rate.
Inn Keeper
Jul 30, 2017
Over the past several years we have placed all of our residential, commercial and vehicle insurance requirements in the capable hands of Lakewood Financial. They always provide a professional, efficient and friendly service. The phone is always answered by a human being (not a machine) and queries dealt with promptly. We have full confidence in Lakewood Financial and would not hesitate to recommend their services.
Thomas Smith
May 06, 2017
Here's the deal. I have been a customer of the Lakewood Financial "family" for over 10yrs now. Happy, you bet I am! Mark and his team have provided me with the best coverage at the best price for over 10yrs. I made the mistake of going with a competitor 4yrs ago for my homeowners. I won't name the company, has a little green lizard for a mascot, and yes I saved a little the first year but, BOOM!, the second year the rates increased by over 50%!

I called Mark immediately and you know what, he welcomed me back with no hard feelings for leaving in the first place and put us right back on track with the best rates and service I could ask for. I thank you Mark and the Lakewood Financial Family for keeping my family safe and sound year after year at the most affordable rates available! Your the best!
Bob Kowaleski
Apr 13, 2017
Martin has made it quite easy for us to have taken, auto, home and flood insurance through Lakewood Financial. He answers our questions immediately and secures our individual needs promptly. We are so appreciative and impressed on how everything is handled with professionalism.
T. Schmidt
Dec 17, 2016
Nothing to improve upon, fast, timely quotes and policy. will be moving my auto policy to you as well. Excellent service - Martin Curto has been a pleasure to with. I have since add my auto policy's to Lakewood Insurance along with my home owners. Great customer service, rates, and professionalism
Terry Thompson
Jun 21, 2013
Lakewood Financial Services is great for insurance. I moved my commercial policies to them last year. I moved the health, life, and dental plan to them in February. Now I am moving my personal insurance to them. Mark and Christine provide wonderful service. They don't just sell you a policy. They actually consult with you to make sure you don't have too much or too little coverage. I highly recommend them.