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Floyd Financial Group

Floyd Financial Group is a full-service financial planning firm serving Springfield and the surrounding area. We are an independent Registered Investment Advisory Firm and, we have helped hundreds of clients achieve their financial goals. Beyond our combined 37 years of experience, we are distinguished from other advisory firms in a number of ways. We know your money represents much more than its dollar amount. It is a college education, a long-lasting retirement, a dream vacation, or a financial legacy to the next generation. Our investment policy is to seek opportunities that allow you to accumulate income toward your goals while minimizing unnecessary risk and taxation. Whatever investment recommendations we make, we will ensure you have a clear understanding of the strategy and understand how it connects with your overall retirement goals.

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HeadquartersSpringfield, United StatesEmployees8(1 to 10)Annual revenue<$1MWebsitefloydfinancialgroup.comLinkedIn profileLinkedIn

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Top roles at Floyd Financial Group

2 distinct titles indexed · top 2 shown.

  • 1estate planning paralegal
  • 1executive assistant

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