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Business ProfileforGulf Coast Financial Group, LLC
At-a-glance
Overview
Business Details
This is a multi-location business.
- Location of This Business
- 2121 W First St, Fort Myers, FL 33901-3216
- BBB File Opened:
- 4/19/2010
- Years in Business:
- 14
- Business Started:
- 2/15/2010
- Business Incorporated:
- 2/15/2010
- 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 P129390 for this business, issued by Department of Financial Services
These agencies may include:
Department of Financial Services
200 E Gaines St
Tallahassee FL 32399
BBB records show a license number of L066882 for this business, issued by Department of Financial ServicesThese agencies may include:
Department of Financial Services
200 E Gaines St
Tallahassee FL 32399
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management
- Mr. Philip E. Prevoir, Managing Member
- Contact Information
Principal
- Mr. Philip E. Prevoir, Managing Member
Customer Contact
- Mr. Philip E. Prevoir, Managing Member
- Additional Contact Information
Fax Numbers
- (888) 457-7301Primary Fax
Phone Numbers
- (941) 286-4978Other Phone
- (888) 457-7301
Customer Complaints
0 Customer Complaints
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1 Customer Reviews
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Most Recent Customer Review
Patricia W
06/22/2022
Gulf Coast Financial Group, LLC Response
06/23/2022
Thank you for reaching out and we understand your concern. Unfortunately, the personnel in our corporate office located in Fort Myers, FL have been experiencing continued outbreaks of the Covid -19 virus which has caused a significant reduction in their normal staffing over the past year or two. We would greatly appreciate your patience while the staff recovers and would be more than happy to accommodate your interest in our products and services while this pandemic subsides.
Kindest regards,
Lisa D.
Client Services Manager
Gulf Coast Financial Group
Gulf Coast Financial Group, LLC Response
06/26/2022
Thank you for reaching out to us. According to our records you do not have, nor have you ever had any investment accounts with Gulf Coast Financial Group, LLC. There are other similar businesses out there with a similar name - we are not sure you have contacted the right company?
All of our investment accounts require minimum financial requirements to become a client of Gulf Coast Financial Group, LLC. If you have been attempting to open a new investment account with our company, you must first complete a Financial Qualification Form, that we must approve prior to opening an investment account with us. If your financial assets meet our minimum standards, we can then set an appointment for you to meet with one of our financial representatives.
Please understand that the Covid pandemic over the past couple of years has slowed our New Business department for accepting new clients as it requires a face to face appointment to open a new investment account. Now that the pandemic has subsided we have been steadily returning to our pre-Covid normals.
Gulf Coast Financial Group, LLC prides itself on customer service and always acts in the best interest of our clients. Please feel free to contact us directly if we can be of further assistance.
Kindest regards,
Gulf Coast Financial Group, LLC
Customer Response
06/28/2022
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