Florida Gulf Investments
8870 Daniels Parkway • Fort Myers, FL • 33912
Phone: 239-225-7968 • Fax: 239-225-7981
• bill.valenti@investfinancial.com

 Registered representatives of and securities, insurance products and advisory services are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a Registered Investment Advisor and affiliated insurance agencies.  INVEST is not affiliated with  Florida Gulf Bank or Florida Gulf Investments. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank * may lose value.

  

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
INVEST FINANCIAL CORPORATION'S PRIVACY POLICY
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or
offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may
only conduct business in a state if the representatives and the BD or IA they
represent (a) satisfy the qualification requirements of, and are approved to do
business by, the state; or (b) are excluded or exempted from the state's licensure
requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the
extent that they provide individualized responses to investor inquiries that
involve (a) effecting, or attempting to effect, transactions in securities; or (b)
rendering personalized investment advice for compensation.

 

 Bill C. Valenti, Lee Golden and Steve Stewart are Registered Representatives of INVEST.