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Saving- Time & Money

At G&M Financial and Tax Services, we want every customer who walks through our doors to have a V.I.P. experience. We want to be set apart from other financial services institutions. We want to create satisfied clients by providing outstanding customer service.

Tax Day Countdown

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Financial Services

Financial Services

We work with top-rated carriers and offer highly competitive products so that we can provide the highest value to our customers.

Life Insurance

Term life, whole life, Universal, Return of Premium final expenses; top rated carriers

Health Insurance

Short term health, medical, dental, HSA’s etc.

Long Term Care Insurance

Long Term Care is defined as a range of medical and/or social services designed to help people who have disabilities or chronic care needs – the type of help required when someone can no longer perform “Activities of Daily Living” (dressing, bathing, transferring, toileting, eating, continence). Typical health care coverage doesn’t cover long term care and you must impoverish yourself to qualify for Medicaid.

Disability Insurance

Disability Insurance otherwise referred to as Paycheck Protection, is designed to pay a monthly benefit to the insured if they become too sick or injured to perform their day to day duties. Monthly benefits are based off the client’s income documentation, their occupation and paramedical exam.


Multiple carrier and product choices to help match the correct product to the client’s need.

  • Single Premium Immediate Annuities
  • Single and Flexible Premium Deferred Annuities
  • Fixed Rate Guarantees
  • Equity-Indexed Annuities
  • Multi-Year Guarantees
  • Bonus Products
  • Joint and Survivor Annuities

Living trust through- Heritage Living Trust

Debt Elimination

Even before the current crisis, Americans were carrying $2.6 trillion dollars in consumer debt, up 24% from 2003. For just pennies a day, clients could save thousands of dollars in interest and eliminate years of payments with this innovative approach to debt reduction and roll up tools.SHARE THIS


9:00 A.M. TO 6:00 P.M.

10:00 A.M. TO 4:00 P.M.

PHONE: 813-654-7671
FAX: 813-413-7979

Extended Hours During Tax Season!

U.S. Postal Services
  1. No time to wait in line, or time to make an extra stop?
  2. Now the United State Postal Services comes to you at G&M Financial
  3. Full United State Postal Services at the same price!