You deserve simple solutions to help clarify important choices. That's what our clients want...clarity...so they can make good decisions.
To be professional means doing even the little things right the first time, every time. We implement client decision meticulously.
We worked hard to establish our reputation. We work hard every day to maintain it.
Impartial Contemporary Trusted
Know Who You Are Doing Business With
We encourage you to investigate before you decide to purchase any insurance or investment products. In our combined 39 years of serving clients in Southwest Florida.
Florida Department of Financial Services - 800-342-2762
Our state license numbers
Garret B. Norris #A193251
Jeffrey P. Basik #2854926
Financial Industry Regulatory Authority, Inc. (FINRA) - 800-289-9999
Our CRD Numbers and Broker Dealer
Garret B. Norris #2220025
Jeffrey P. Basik #1854916
Retirement Advisors, Inc., 13720 Cypress Terrace Circle Suite 302, Ft. Myers, FL 33907
The closer you look, the better we look.
