Floyd Financial Group is an independent Registered Investment Advisory Firm right here in Springfield, MO. And, we have helped hundreds of clients achieve their financial goals. Beyond our 16 years of experience, we are distinguished from other advisory firms in a number of ways.
First, we offer a comprehensive range of services designed to help individuals in whatever planning stage they are in-whether it's just beginning to save to transitioning into retirement.Second, we specialize in many areas other firms overlook, such as Medicaid and Long-term Care planning. This allows us the breadth and depth to service our clients fully.
First, we offer a comprehensive range of services designed to help individuals in whatever planning stage they are in-whether it's just beginning to save to transitioning into retirement.Second, we specialize in many areas other firms overlook, such as Medicaid and Long-term Care planning. This allows us the breadth and depth to service our clients fully.
Services
Floyd Financial Group is an independent financial advisory firm founded in 2002 and located in Springfield, MO. Over the years we have helped hundreds of clients achieve their financial goals by providing unbiased financial advice. We have a dedicated team of individuals whose goal is to help families and their loved ones protect their assets and estates to provide financial peace of mind.
Beyond our more than 16 years of experience, we are distinguished from other advisory firms in a number of ways. First, we offer a comprehensive range of services designed to help individuals in whatever planning stage they are in. Second, we specialize in many areas other firms overlook, such as Medicaid and Long-term Care planning.
Life events such as purchasing a new home, parenting a child, gaining a new job, starting a new business, and so forth, will bring particular challenges and rewards that require dedicated financial planning. And, as you grow, as you earn, as your family expands, your short-term, mid-term, and long-term goals/needs may change.
There is nothing more important than doing right by our clients. It is a responsibility and a privilege we take very seriously. We put a lot of care into what we do, and the more we can grow, the more it allows us to offer even greater services. So, if you have a friend or family member that could benefit from our services, we would love to see if we can help them.
Reviews (3)
RickEtsuko
Sep 10, 2019
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Rebecca Still
Jan 19, 2019
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Shelby Weems
Jan 12, 2019
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They talk a good talk but don't walk the walk. We met with them in April and they said they would get back to us with a plan. I emailed them in May and they said they were handling crisis cases and would get back to me soon. It is now July and we never heard back from them. I guess new clients aren't a priority.
