Skip to main content

Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Investment Security

First Security Investments of SWF, LLC

About

About This Business

First Security Investments of SWF, LLC is a full service wealth management firm.

BBB Accredited Since: 2/20/2001

Years in Business: 26

Products and Services

Family wealth planning, investment management, tax reduction planning, retirement income and distribution planning, insurance services, and estate planning.

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
12/14/2000
Business Started:
5/1/1999
Business Started Locally:
1/11/1990
Business Incorporated:
4/18/2000
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
First Security Investments of Southwest Florida, LLC
Business Management:
Ms. Jonna D. Keller, Owner/Partner

Additional Contact Information

Principal Contacts
Ms. Jonna D. Keller, Owner/Partner
Customer Contacts
Ms. Jonna D. Keller, Owner/Partner
Ms. Deborah Boyer, Operations Manager
Fax numbers
Primary Fax: (941) 929-1400
Additional Phone Numbers
Other Phone: (866) 846-2663

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of D030868 for this business, issued by Florida Department of Financial Services

Florida Department of Financial Services

200 E Gaines St

Tallahassee FL 32399

BBB records show a license number of D064282 for this business, issued by Department of Insurance

Department of Insurance

2295 Victoria Ave Ste 163

Fort Myers FL 33901

BBB records show a license number of L069144 for this business, issued by Department of Insurance

Department of Insurance

2295 Victoria Ave Ste 163

Fort Myers FL 33901

BBB records show a license number of 1983864 for this business, issued by Florida Office of Financial Regulation

Florida Office of Financial Regulation

101 E Gaines St

Tallahassee FL 32399

BBB records show a license number of 4344114 for this business, issued by Florida Office of Financial Regulation

Florida Office of Financial Regulation

101 E Gaines St

Tallahassee FL 32399

Additional Information

More Resources

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.