Banking and lending
Experience with the financial realities behind borrowing, cash flow, obligations, and growth decisions.
Meet Elliot Glass
Business, insurance, and financial guidance informed by 25+ years across banking, finance, and consulting.
Experience solving financial challenges with a patient, personal style.
Elliot brings more than 25 years of experience across banking, lending, accounting, collections, consulting, and insurance to the financial challenges individuals and small businesses face. His work helps clients understand the decision in front of them, weigh practical options, and move forward with clarity.
MBA, Management & FinanceMaster’s in Forensic Accounting25+ years of financial and business experience2-15 Insurance License Since 2012FL License W100708NPN 8081250
Our Purpose
Clear guidance, thoughtful solutions, and the confidence to make better decisions.
Whether you are comparing insurance coverage, preparing for Medicare, evaluating retirement options, or working through a business challenge, my role is to help you understand your choices and move forward with greater clarity.
My Commitment to Every Client
You deserve more than a quote or a quick answer. You deserve someone who takes the time to understand what you are trying to accomplish.
A personal welcome
You will work directly with me, not be passed around a call center.
A conversation centered on you
Your needs, concerns, priorities, budget, and timeline come before possible solutions.
Clear explanations
You will understand your options, what happens next, and when to expect to hear from me.
Needs-based guidance
My recommendations begin with your situation, not a predetermined product or one-size-fits-all answer.
The bigger picture
When appropriate, I will help you consider how insurance, financial decisions, and business planning may affect one another.
Continued support
I remain available as circumstances change and new questions arise.
Serving a new client is a responsibility I take seriously. My goal is to earn your trust through education, communication, and dependable follow-through, and build a relationship that lasts beyond one decision.
Featured in Coral Springs Talk
Coral Springs Insurance Broker Offers Free Open Enrollment Coverage Reviews
Coral Springs Talk highlights Elliot Glass's complimentary, no-obligation health insurance and Medicare coverage reviews for South Florida residents preparing for open enrollment.
A career built around complex financial decisions.
Elliot’s perspective comes from work across the places where financial challenges become real for people and businesses.
Accounting and collections
A practical understanding of financial records, accountability, and the pressure that unresolved obligations can create.
Consulting and insurance
Guidance that connects business planning, financial priorities, protection, and the decisions clients need to make next.
What sets Elliot apart
Needs-based guidance
Your priorities come first, with the available options and their tradeoffs explained clearly.
25+ years across business and finance
Elliot brings perspective from banking, finance, business consulting, and insurance to the decisions clients face.
One advisor for business and personal planning
Business goals, family responsibilities, protection, and retirement often connect. Elliot helps clients see the whole picture.
Licensed in multiple states
Clients can receive support in South Florida and across the states where Elliot is licensed, with virtual consultations available.
Built for long-term relationships
Guidance continues as priorities change, from annual reviews and plan questions to the next major business or family decision.