BBB Accredited Business Profile

Amerity Financial

Amerity Financial

(863) 683-1750

Amerity Financial

20 years in business
4740 Cleveland Heights Blvd STE 5
Lakeland, FL 33813-2187
Additional Phone Numbers
  • (800) 828-1751
Additional Email Addresses
Additional Website Addresses
BBB File Opened: 10/16/2008
Business Started: 01/01/1998
Business Started Locally: 01/01/2007
Business Incorporated: 01/01/1998 in FL
Type of Entity
Limited Liability Company (LLC)
Contact Information
  • Principal: Mr. Mark Wells, CEO/CFO
  • Ms. Faye Conatser, Accountant
  • Mr. John Craft, Member
  • Mr. Paul Holmes, Member
  • Mr. Jerry Stratton, Member
Business Category
  • Retirement Planning Services
  • Financial Planning Consultants
  • Annuity
  • Insurance Services Office

Products & Services
This company offers Income Planning, Tax Planning and Legacy Planning financial services.
Alternate Business Names
  • Fidelity and Guaranty
  • First Fidelity and Guaranty of Florida
  • Amerity Financial LLC
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.
BBB accredited business


BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

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.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year 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.

Amerity Financial

Amerity Financial


Customer Review Rating:

This business has no complaints filed

Composite Score: