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Call Us Today: (863) 837-3740
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214 E. Stuart Avenue, Lake Wales, FL 33853
Who We Are...
The Floyd Investment Group, Inc. serves clients in the Central Florida area who are nearing, or in retirement and seek a conservative approach to financial planning to meet the needs and goals for a robust, confident financial future.
Meet The Team
Bruce has been a registered representative since 1995 and is a General Securities Representative (Series 7), General Securities Principal (Series 24), Uniform Securities State Agent (Series 63) and a Uniform Investment Adviser (Series 65) and holds a Florida life, health and variable annuity Insurance license and is registered in Florida as an Investment Advisor Representative.
Casey has been a registered representative since 2015 and is a General Securities Representative (Series 7), and Uniform Combined State Law Examination (Series 66) securities licensee and holds a Florida Life, Health and Variable Annuity Insurance license and is registered in Florida as an Investment Advisor Representative.
"The Floyd Investment Group, Inc. seeks to establish a personal connection with each client we have the privilege to serve. This approach allows us to gain an all-encompassing understanding of our client’s wants, needs, goals, and dreams which then affords us the crucial information and insight necessary to craft a holistic financial planning strategy that aims to meet the client's needs in a confident and efficient manner."
Why We're Here...
Our primary guiding focus is to be certain we are taking care of the needs of our clients first and foremost, in a prudent and conservative manner. We strive to provide unbiased investment guidance and recommendations for all stages of our clients' lives.
What We Do...
We offer access to a broad range of investment and insurance solutions to meet any reasonable needs and take great care to provide advice as to which solutions we believe will best satisfy those needs.
Fixed Income Solutions
CD's - Bonds - Fixed Annuities - Index Annuities - Immediate Annuities
Life Insurance - REITS
Stocks - Mutual Funds - Variable Annuities - ETF's -
Institutional Money Management
For More Information Or To Make An Appointment, Please Call: