Company Information

Get to know Florida Retirement Group

Founded by Tim Reidy, Florida Retirement Group is an independent financial services firm based in Sarasota, Florida. The company focuses on creating comprehensive financial retirement plans for pre-retirees and those already in retirement. Their stated mission is to help clients achieve a confident and sustainable retirement by providing services that include retirement income planning, asset management, and legacy planning, utilizing a proprietary process called "The Confident Retirement Approach®". They operate as an office of Lincoln Financial Advisors Corp.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Florida Retirement Group

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.