Boca Financial Services

(Florida branch of Midwest Investment Services)

Serving Clients across the United States  

Offices located in Boca Raton, Fl., and East Peoria, Illinois

Protecting & Growing your Assets 

With Insurance & Investment Solutions


How we can help you?

Company Retirement plans, Group Health, & More

We provide company sponsored retirement plans, Group Health Insurance, as well as all lines of Business and Personal Insurance Products.  

No client is too big or too small for us.  

Company 401k & Group Health, etc.

We offer all types of commercial insurance in addition to the major company benefits such as 401k and Group Health insurance.For larger clients, we provide personal onsite service for our business clients with multiple employees enrolled in a 401k and/or group health plan.  We are available for meetings onsite at company request.

Retirement Planning

We offer complete retirement plan analysis using our industry-leading retirement planning software, "Retirement Plan Simulator."  All of our clients receive this service at no additional cost.

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Risk Management

We offer Commercial Liability, Property, Auto, Workers Comp., and Life to name a few.

For individual clients, we have multiple carriers we use for Life, Home, Auto, Disability, Long Term Care, etc. 

Get Your Free Life Insurance Quote Here!