Broker Check

(772) 244-2500

Campo Insurance & Investment Services

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

James W. Campo, our financial professional with his staff can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management
  • Personal and Commercial Insurance Needs

He also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • Is my home and auto insurance coverage accurate and priced well?

We specialize in creating an approach that is designed to address your individual situation.


Rachel Fralix , our Personal Risk Manager can help you with home, flood, auto and marine insurance. 

Susan Hill, handles Commercial lines &  can help with General Liability, Workman's Compensation, Property coverage for your Business.

Kerin Seo , our Operations Manager is the financial services assistant to James Campo and the office manager.




 

James W. Campo, CFP

Certified Financial Planner

(772) 286-0330 x13

772-286-8022

James Campo, President and Owner of Campo Financial Services, is a life-long resident of Martin County and one of the Treasure Coast's most respected financial advisors.James launched Campo Insurance Agency in 1983. The firm, based in...

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Kerin Seo

Operations Manager

(772) 946-1800

(772) 286-8022

Susan Hill

Commercial Lines Risk Manager

772-244-2600

772-286-8022