At BrotherBee Group, we believe everyone deserves access to honest advice, reliable services, and caring support—no matter where you come from or where you want to go.
At BrotherBee Group, our mission is to help individuals and families across the United States navigate their financial journeys with confidence. We’re proud to work closely with diverse communities—especially Vietnamese and Latino families—offering personalized guidance that respects your culture, language, and unique life experiences.
Our team understands that financial decisions can be complex and sometimes overwhelming. That’s why we strive to be a friendly, trustworthy partner you can rely on for clarity, support, and peace of mind. Below, you’ll find an overview of the services we currently provide. Each service has its own page where you can dive deeper into the details. If you have any questions, don’t hesitate to contact us.
Protect your loved ones and plan for the future.
Provide peace of mind and help secure a brighter tomorrow for your family.
Secure your family’s tomorrow. We offer a variety of policies—from Term to Whole Life and IUL—sourced from reputable providers. Our priority is ensuring your loved ones have financial protection and peace of mind.
Key Benefits: Income replacement, final expense coverage, potential cash value growth.
Plan for a great retirement.
Provide peace of mind and the rewards for life of hard work
Plan ahead for retirement with an income you can count on. Our team can introduce you to annuities designed to provide steady payouts—so you can focus on what matters most without worrying about outliving your savings.
Key Benefits: Guaranteed income streams, flexible payout options, potential for growth with variable or indexed annuities.
Take the stress out of tax season.
Get expert assistance to ensure accuracy and maximize refunds.
Tax season doesn’t have to be stressful. Let our bilingual specialists guide you through filing with accuracy and compliance in mind—whether it’s personal returns or small business taxes.
Key Benefits: Maximize deductions, avoid filing errors, year-round support for tax questions.
Find and lock in competitive home loan rates.
Let us guide you through the mortgage process to help you achieve your homeownership goals.
Ready to purchase a home or refinance an existing loan? We can connect you with competitive lenders, help lock in favorable rates, and simplify the entire mortgage process.
Have questions or want personalized advice? Call BrotherBee Group at (727) 677-2768 or reach out here to schedule a free consultation.
We have more than 10 years of experience providing tailored and personalized services in life insurance, annuities, tax preparations and mortagage lending. Guided by Christian values, we offer help to those who need it.
