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Southwest Florida Tax Planning

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Honest and hard working. Looking out for all those who come to him with the best options and advice for each individual according to thier needs. His excellent values and integrity is hard to come by in today's world of finances.

Sharon Kamrowski

My husband and I thoroughly enjoyed working with Greg from Florida Financial. Greg was very knowledgeable, helpful and considerate. So thankful for his assistance!

Kim Talmage Scholten

Greg is a dedicated Financial Professional who works with his clients for current and future financial planning. If your looking for that personal touch Greg is your man.

Liz Petrelli

Voices of Experience

Gregory Raymond founded Florida Financial and Insurance Group because he cares about seniors and is dedicated to protecting their financial Portfolios no matter how large or small. His motto is "Safe money, safe money, safe money!"

With over 30 years of experience in insurance and financial planning, he continues to keep current with new products and options. Greg is licensed in FL,MI,TX,MO,OH,NC,TN,IN,PA, CO and more.

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We Offer Our Services in Charlotte County Florida

Port Charlotte FL, Punta Gorda FL, Englewood FL, Manasota Key FL, Rotonda West FL, Cape Haze FL, Placida FL, Murdock FL, Charlotte Harbor FL, Cleveland FL, Solana FL, Charlotte Park FL, Acline FL, and Surrounding Communities.

Florida Financial and Insurance Group
Mon-Fri: 9am-5pm
(941) 786-0332