Mortellaro Advisors | Advanced Planning Solutions

Secure Your Future. Protect Your Legacy.

Independent Advice for Long-Term Care & Medicare Solutions, Serving All of Florida.

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ADVANCED PLANNING SOLUTIONS

Advanced Planning for Peace of Mind

Mortellaro Advisors specializes in offering a blend of expert advice and compassionate support. We're here to help you navigate essential decisions, ensuring a secure and well-prepared future for you and your loved ones. Wherever you are in Florida, we deliver personalized solutions.

Long Term Care Planning

Protect your assets and secure access to quality care when you need it most. We design personalized strategies to fit your legacy goals.

Medicare Insurance

Simplify your options. We help you choose the right Medicare Supplement or Advantage plan with confidence and clarity.

Final Arrangements Planning

Ensure your wishes are respected and ease the financial burden on your family during a difficult time with proper pre-planning.

The Independent Advantage: Unbiased, Expert Advice

As an independent agency, we don't work for one single insurance company. We work for *you*. This critical distinction means we can access and compare plans from a wider range of top-rated carriers, ensuring you receive the best solution that perfectly aligns with your needs and budget.

Personalized, unbiased advice tailored to your unique financial situation.

Full access to top-rated insurance carriers—we compare the market for you.

Comprehensive expertise and dedicated support, proudly serving clients across the state of Florida.

Medicare Quick Check

Get an instant, high-level overview of your Medicare eligibility and key dates based on current federal guidelines.

Your personalized Medicare eligibility summary will appear here.

Start Your Advanced Planning Today

Fill out the form for a free, no-obligation consultation with a Retirement Planning Specialist. We serve the entire state of Florida.

Your information is secure and confidential.

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ADVANCED PLANNING SOLUTIONS

Expert, independent advice since 2014. Serving clients across Florida.

Contact Us

Our Office (Tampa)

4102 W. Linebaugh Ave, Suite 201
Tampa, FL 33624

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Disclaimer: Mortellaro Advisors is an independent insurance agency. This is not a solicitation for insurance.