Financial Services

Comprehensive financial planning and advisory services through our partnership with Clay Financial, led by Stephen Poll, CFP®, Series 7 & 66, and fully licensed across major insurance lines.

Financial Advising

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Insurance Specialists has partnered with Stephen Poll, CFP®, of Clay Financial to provide personalized financial planning and advisory services to individuals, families, and business owners throughout Southwest Florida.


Stephen offers free, no-obligation consultations and takes a hands-on approach to helping clients clarify their goals, evaluate their overall financial picture, and develop strategies tailored to their needs. He works closely with clients to provide guidance across investments, retirement planning, and insurance-based solutions, with an emphasis on long-term planning and informed decision-making.