BBB Accredited Business Profile

FRS Partners

FRS Partners

(407) 599-2300

FRS Partners

6 years in business
631 S Orlando Ave STE 300
Winter Park, FL 32789-7123
Additional Phone Numbers
  • (888) 323-6267
  • (855) 599-2300
Additional Email Addresses
Additional Website Addresses
BBB File Opened: 03/20/2012
Business Started: 11/30/2010
Business Started Locally: 11/30/2010
Business Incorporated: 11/19/2010 in FL
Type of Entity
Contact Information
  • Principal: Mr. James D. Gay, Co-Founder & Principal
  • Mr. Michael A. Borgailo, Advisory Board Member
  • Ms. Julie Herring, Health Care Specialist
  • Mr. Travis A. Payne, Co-Founder & Principal
  • Mr. David L. Payne, Advisory Board Member
  • Mr. Jaime A. Planells, Senior Partner
  • Mr. Cameron Roman, Senior Partner
  • Mr. Joshua J. Rose, Client Management Associate
  • Customer Service: Ms. Sharo Rush, State Office Coordinator

Business Category
  • Financial Planning Consultants
  • Investment Advisory Service

Products & Services
This company offers financial advising services for public sector employees and retirement planning for Florida retirement system employees.
Alternate Business Names
  • Inclusiv, Inc.
Licensing, Bonding or Registration
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.



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BBB Reason for Ratings

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Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

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BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

FRS Partners

FRS Partners


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