Business Details
About
Financial PlanningLife Insurance Agency
The Floyd Investment Group provides 401K rollovers, index universal life, annuities, REIT's, estate planning, and retirement income planning in central Florida.
Location
The Floyd Investment Group
1901 State Road 60 East, Lake Wales, FL
33853, United States
Hours
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Frequently Asked Questions About The Floyd Investment Group
When should I start estate planning?
The earlier the better.
How do I rollover my 401K?
First, call a financial advisor and we'll walk you through the process
What is an index universal life policy?
It's a life insurance and investment income vehicle with tax advantages that offers death benefits and cash value accounts and can be accessed without paying tax.
When should I start estate planning?
It's best to start estate planning as early as possible to ensure your assets and wishes are properly managed.
How do I rollover my 401K with The Floyd Investment Group?
First, call a financial advisor at The Floyd Investment Group and they will guide you through the 401K rollover process.
What is an index universal life policy?
An index universal life policy combines life insurance and investment benefits with tax advantages, offering death benefits and accessible cash value accounts.
What services does The Floyd Investment Group offer?
They offer 401K rollovers, index universal life policies, annuities, REITs, estate planning, and retirement income planning.
Where is The Floyd Investment Group located?
The Floyd Investment Group is located at 1901 State Road 60 East, Suite A, Lake Wales, FL 33853.
What are the business hours of The Floyd Investment Group?
The Floyd Investment Group is open Monday to Friday from 8:30 AM to 4:30 PM and closed on weekends.
Are there any pharmacies near The Floyd Investment Group?
Yes, Walgreens is nearby and provides pharmacy, convenience store, and laboratory testing services.
What dining options are available near The Floyd Investment Group?
Nearby dining options include All Star Grill for bar and grill cuisine, Domino's Pizza for pizza, and Believe It Nutrition for health foods and smoothies.
Where can I find automotive services near The Floyd Investment Group?
You can find automotive services nearby at Sunoco Gas Station, Shell gas station, and Lake Wales Car Wash for car wash and detailing.
Can I access tax services near The Floyd Investment Group?
Yes, Liberty Tax and Jackson Hewitt Tax Service are nearby offices providing tax preparation services.