Florida Gulf Investments |
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NewslettersForty-three percent of Americans spent more time planning their most recent vacation than planning for their retirement.1 Will you outlive your retirement income? How much liability insurance should you have? Should you add stocks to your portfolio? Are your financial expectations for the coming year realistic? Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety. |
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Bill C. Valenti*, Lee Golden, Steve Stewart, and Tim Parrett are Registered Representatives of, and offer securities and insurance products through INVEST Financial Corporation (INVEST), member FINRA / SIPC, and affiliated insurance agencies. INVEST is not affiliated with Florida Gulf Investments. *Advisory services offered through INVEST, a Registered Investment Advisor. 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.
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.
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