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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 address the needs and goals for a robust, confident financial future.

 

Meet The Team

 

 

 

 

 

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Bruce Floyd

Financial Advisor

Cell: (863) 521-0583

e-mail: bruce.floyd@lpl.com

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).  He also holds a Florida Variable Annuity Insurance license and is registered in Florida as an Investment Advisor Representative.  All resgistrations are held through LP Financial.

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Ashlyn Covington

Office Manager/Administrative Assistant

Office: (863) 837-3740

e-mail: ashlyn.covington@lpl.com

Ashlyn comes to the Floyd Investment Group from the great state of Illinois. She has extensive experience in the fields of Customer Service and Marketing and is a wonderful addition to our team.

Our Mission

"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.

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Our Services

Fixed Income Solutions

CD's - Bonds - Fixed Annuities - Index Annuities - Immediate Annuities

Alternative Solutions

Life Insurance - REITS

Variable Solutions

Stocks - Mutual Funds - Variable Annuities - ETF's - 

Fee-Based Solutions

Institutional Money Management 

For More Information Or To Make An Appointment, Please Call:

The Floyd Investment Group, Inc.

1901 State Road 60 East

Lake Wales, FL 33853

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