Financial Planning and Insurance Firm – Florida Financial and Insurance Group
Florida Financial and Insurance Group, LLC is a Southwest Florida financial services firm that operates from two physical offices: one in Port Charlotte at 2811 Tamiami Trail, Suite A, and one in Englewood at 895 S Indiana Ave, Suite C. The company provides comprehensive financial planning and insurance services to individuals and families across the area, with a stated mission of offering holistic financial advice for every stage of life and becoming a lifetime resource for its clients.
The firm’s services include retirement planning, annuities, investments, tax preparation and planning, life insurance, long-term care insurance, health insurance, and Medicare insurance, along with IRA and 401K management. Its philosophy centers on what founder Greg Raymond calls safe money and asset protection, promoting slow, steady growth designed to limit exposure to market volatility while helping clients avoid outliving their retirement savings. The firm states that it works only with financially sound organizations.
Complimentary financial planning is available through the firm’s Planswell platform, giving prospective clients an entry point to its services. Company history notes that Greg Raymond moved from being a top-level producer in the industry to founding Florida Financial on principles of honesty and integrity, and that he was previously featured in Career Advantage Magazine for an article titled “Greg Raymond – A Portrait of Honesty and Integrity.”
Customer testimonials on the site highlight help with Medicare transitions, retirement planning, and personalized service. The firm also produces a podcast program called Gulf Coast Time Radio, available for on-demand listening through its website.
Office hours run Monday through Friday from 9am to 5pm, with Saturday appointments available by arrangement, and the firm can be reached at (941) 786-0332. With two Southwest Florida locations and a conservative, protection-focused approach, the group serves area residents planning for retirement and managing insurance needs.