Doug Szoka

Doug Szoka Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Doug Szoka, Financial planner, 4700 millennia Boulevard #310, Orlando, FL.

My mission is to act as an integral part in my community to provide education through financial strategies that will help individual clients and families become truly financially stable and pursue their financial goals and dreams.

05/06/2026

๐Ÿ’ผWork/Life update!

Iโ€™m proud to be affiliated with Prudential Financial and LPL Financial, where I specialize in crafting personalized strategies that bring together investment management, risk protection, and long-term financial planning. Yet, my approach goes beyond the numbers โ€” I take the time to understand each client's unique goals, values, and vision for the future.

I believe trust is earned through consistency, transparency, and genuine care โ€” and I take pride in building long-term relationships that grow alongside my clients' lives.

At the heart of everything I do is my "why" โ€” my family. My wife and I are raising our two sons, Oliver and Lucas, and that perspective shapes how I advise every client. I understand firsthand the importance of protecting what matters most, planning for tomorrow, and creating opportunities for the next generation.

Whether you're a young professional just getting started, a growing family planning ahead, or an established individual looking to move forward with purpose โ€” I bring a disciplined, relationship-driven approach to help you get there with confidence.

๐Ÿ“ฉ Ready to take the next step? Reach out today and let's start building your future together.

Life insurance can give us peace of mind and benefit us in so many ways. Talk to a financial professional about how a po...
09/30/2025

Life insurance can give us peace of mind and benefit us in so many ways. Talk to a financial professional about how a policy can help you and your family.

Having life insurance is just as important as saving for retirement or putting money away in a college fund. Make the sm...
09/29/2025

Having life insurance is just as important as saving for retirement or putting money away in a college fund. Make the smart decision for your financial future and get life insurance!

The best time to purchase a life insurance policy is any time. Be ready, stay protected!
09/26/2025

The best time to purchase a life insurance policy is any time. Be ready, stay protected!

Life insurance is such an important piece of your personal financial strategy. What does life insurance mean to you?
09/22/2025

Life insurance is such an important piece of your personal financial strategy. What does life insurance mean to you?

Most people overestimate the cost of a life insurance policy. Get serious about your financial future for as little as t...
09/19/2025

Most people overestimate the cost of a life insurance policy. Get serious about your financial future for as little as the cost of a dozen donuts each month.

Don't take time with family for granted - give them the gift of stability with life insurance.
09/15/2025

Don't take time with family for granted - give them the gift of stability with life insurance.

Life is full of tough choices, but deciding to get life insurance is easy! Give yourself peace of mind and set your fami...
09/12/2025

Life is full of tough choices, but deciding to get life insurance is easy! Give yourself peace of mind and set your family up for success, no matter what.

Taking out a life insurance policy for your child can help them succeed financially in the future.
09/10/2025

Taking out a life insurance policy for your child can help them succeed financially in the future.

Protect your family, your assets and your legacy--life insurance is for everyone.
09/08/2025

Protect your family, your assets and your legacy--life insurance is for everyone.

Address

4700 Millennia Boulevard #310
Orlando, FL
32751

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 5pm
Saturday 9am - 11:45am

Telephone

+13867487156

Website

Alerts

Be the first to know and let us send you an email when Doug Szoka posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Doug Szoka:

Share