Bold City Financial Group
Insurance, retirement, and Medicare services in Jacksonville, FL
A Better Medicare & Retirement Solution
“PROTECT YOUR TOMORROW, TODAY."™️
At Bold City Financial Group, we’re dedicated to helping you make the right insurance, Medicare, and retirement decisions to set you up for a better future. We’re a full-service retirement and insurance agency based out of Jacksonville, Florida.
Our insurance and financial planning products include:
Medicare
Health
Life Insurance
RETIREMENT SERVICES
Looking for Medicare assistance, insurance bundles, individual health plans, or retirement planning in Jacksonville, Florida? Get in touch with Bold City Financial Group
to get started.
Understanding Medicare
Whether you’re new to Medicare, planning to switch, or just want to learn more, Bold City Financial Group can help you out. Schedule a consultation with us to learn more about:
- Medicare advantage plans
- Medicare supplement plans
- Medicare Part D prescription plans
We’ll work with you to help you make the right Medicare choice for your budget, health needs, and future.
Our Story
Our company was built on the foundation of trust, integrity, and good old-fashioned personal service. Bold City Financial Group is a full-service insurance brokerage that provides complete benefit packages for individuals, families, and the business community in Jacksonville.
We take great pride in the families we serve and the Bold City we call home.
About Chase Punzalan, Owner
Chase has 10+ years of industry experience ranging from insurance, financial planning, and risk management practicing out of Northeast Florida. His focus is to provide modern insurance and financial solutions with an emphasis on quality, integrity, and personal service. He takes great pride in the families he serves and the Bold City he calls home.
Chase spends his free time fishing and honing his amateur chef skills. He has dreams of exploring the world and spending quality time with family.
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Contact Us
Get in touch with us
Interested in learning more about Bold City Financial Group’s insurance offerings and Medicare plans? We’re proud to serve our neighbors here in Jacksonville. We’ll start with a free initial consultation to discuss your insurance or retirement planning needs.
Schedule a consultation with us to get started.
Contact info:
13475 Atlantic Blvd.
Unit 8, Suite M845
Jacksonville, FL 32225
Give us a call at (904) 379-8911
Monday to Friday: 8:00am to 6:00pm
Saturday & Sunday: Closed
I do not offer every plan available in your area. Currently I represent 10 organizations which offer 73 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options.
Federal Contracting Statement (FCS)
This is model content through which plans must convey that they have a contract with Medicare and that enrollment in the plan depends on contract renewal. Organizations must include the FCS on all marketing materials except: banners and banner-like advertisements, outdoor signs, text messages, social media or envelopes.
Bold City Financial Group, DBA represents Medicare Advantage [HMO, PPO, and PFFS] organizations that have a Medicare contract. Enrollment depends on the plan’s contract renewal. Bold City Financial Group, DBA is not a government entity.