Who We Are...

"We never forget, IT"S YOUR MONEY"

Bruce Floyd

Financial Advisor

Bruce has been a registered representative for more than 20 years 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 Floyd

Financial Advisor

Casey has been a registered representative for more than 2 years 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.  

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.

Our Services


Fixed Income Solutions

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

Variable Solutions

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

Alternative Solutions

Life Insurance - REITS

Fee-Based Solutions

Institutional Money Management 

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

(863)451-3323 - (863)837-3740 - (863)521-0583

The Floyd Investment Group

214 E. Stuart Avenue

Lake Wales, FL 33853

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