Florida Retirement Group Email Format

Financial ServicesFlorida, United States11-50 Employees

Florida Retirement Group is an independent financial services firm and insurance agency focused on meeting the needs of pre- and post-retirees. The organization emphasizes simplifying insurance and investment decisions through fiduciary guidance and clear, straightforward advice, drawing on decades of combined experience to help protect clients’ wealth in retirement. Its services cover health insurance for Medicare beneficiaries, long-term care insurance, life insurance, estate planning, and independent financial planning, with relationships to a range of insurers and financial institutions to tailor solutions to individual goals. Based in Lake Mary, Florida, the firm operates within the financial services sector and serves a market seeking retirement-focused planning and risk management solutions. The team emphasizes a client-centered approach and notes its advisory and brokerage roles within the broader Realta Wealth network, with disclosures regarding securities offerings through affiliated entities.

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