INSURANCE
Protecting Your Tomorrow, Today
Secure Your Future with Comprehensive Insurance Solutions
Welcome to Aureum Enterprise, where our mission is to propel you towards your financial ambitions. Through our partnership with Creative Financial Network, a renowned leader in financial, risk, and wealth management, we merge their expertise with our dedication to tailor comprehensive financial strategies that prioritize your unique needs.
Collaborating closely with Osaic Wealth, Inc., our adept team offers a holistic approach to financial planning, covering investment management, risk mitigation, retirement, estate and tax planning, as well as property and casualty insurance. From safeguarding your home with property and casualty insurance to ensuring peace of mind on the road with car insurance, and protecting your belongings with renters and personal property insurance, we're committed to providing a full spectrum of services. Whether you're a business owner, executive, or affluent individual, we have the experience and resources to address your specific financial and insurance needs.
Partner with Aureum Enterprise and take control of your financial future.
Your Expert Insurance Team
Our Core Values:
- Client Focus: We prioritize your unique goals, needs, and concerns.
- Independence: We operate independently, allowing us to create customized solutions.
- Expertise: Our team is backed by the extensive experience of Creative Financial Network.
- Comprehensiveness: We offer a holistic approach to financial planning.
Building Your Financial Fortress: Offense & Defense
At Aureum Enterprise, we champion a two-pronged approach to financial security: building your offense and fortifying your defense.
On the Offensive: We help you score financial goals with strategies for retirement income, goal-oriented savings, and non-qualified accounts. We'll work with you to ensure a comfortable and secure future.
On the Defense: Life throws curveballs. We'll help you prepare with a solid emergency fund, a well-structured debt plan, and comprehensive estate planning. This ensures your financial well-being is protected, no matter what comes your way.
INVESTING
At Aureum Enterprise, we provide a diverse array of investment opportunities including stocks, bonds, annuities, mutual funds, index funds, wrap accounts, ETFs, and options.
- Stocks: Invest directly in individual companies.
- Bonds: Provide steady income and diversification.
- Annuities: Grow your savings with tax advantages for retirement.
- Mutual Funds: Pool your money with other investors for professional management.
- Index Funds: Track a market index for broad exposure and lower fees.
- Wrap Accounts: Consolidate your investments under one umbrella for a simplified view.
- ETFs: Trade like a stock but offer diversification similar to a mutual fund.
- Options: Manage risk and potentially magnify returns with strategic contracts.
Why work with us
We know and understand Insurance
We have decades of experience
We are your advocate
We provide the expertise you need
What our clients say about us
Testimonials
I wasn't sure about getting life insurance, but Aureum Enterprise made the whole process so easy. Their advisor Troy listened to my needs and found a policy that fit my budget perfectly. Now I have peace of mind knowing my family will be taken care of if something happens to me
-Sarah Jones
I thought all life insurance policies were the same, but Aureum Enterprise showed me there are many options available. They took the time to explain the different plans and helped me choose the one that was right for me. I'm so glad I went with Aureum Enterprise for my life insurance needs!
-David Hernandez
As a young entrepreneur, I knew I needed life insurance to protect my business and family. Aureum Enterprise found a policy that fit my needs without breaking the bank. Their advisors are knowledgeable and friendly, and they made me feel comfortable throughout the process.
-Jessica Lopez
Send Us A Message
Tel. (212)814-0898
Email: hello@aureumenterprise.com
Social: @aureumenterprise
Main Office:
46 NW 36th St,
Miami, FL 33127