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Business Profile

Retirement Planning Services

Amerity Financial
BBB Accredited BusinessA+Rated by BBB
Visit Website(863) 683-1750Write a Review

About

Overview

Amerity Financial

4740 Cleveland Heights Blvd Ste 5

Lakeland, FL 33813-2187

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Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM

Find a Location

Amerity Financial has 3 locations, listed below.

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    BBB Accreditation & Rating

    Amerity Financial is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    Amerity Financial provides retirement planning services, including safe solutions, income planning, and legacy planning. The company assists clients with customized retirement strategies based on individual circumstances.

    BBB Accredited Since: 10/16/2008

    Years in Business: 28

    Products and Services

    This company offers Income Planning, Tax Planning and Legacy Planning financial services.

    Business Details

    Local BBB:
    BBB Serving Central Florida
    BBB File Opened:
    10/16/2008
    Business Started:
    1/1/1998
    Business Started Locally:
    1/1/2007
    Business Incorporated:
    1/1/1998
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    First Fidelity and Guaranty of Florida LLC
    Fidelity and Guaranty
    Amerity Financial LLC
    Business Management:
    Mark Wells, CEO/Borad Member
    Paul Holmes, Founder/Chairman of the Board
    David Wells, COO/Board Member

    Additional Contact Information

    Principal Contacts
    Mark Wells, CEO/Borad Member
    Paul Holmes, Founder/Chairman of the Board
    David Wells, COO/Board Member
    Customer Contacts
    Faye Conatser, Accountant
    Mark Wells, CEO/Borad Member
    Fax numbers
    Primary Fax: (863) 583-4905
    Additional Phone Numbers
    Other Phone: (800) 828-1751
    Social Media

    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.

    Additional Information

    Other Resources
    Florida Office of Financial Regulation
    200 E Gaines St
    Tallahassee FL 32399
    Phone Number: (850) 410-9805
    https://www.flofr.com/sitePages/VerifyALicense.htm
    Business Categories
    Retirement Planning Services, Financial Planning Consultants, Insurance Services Office, Annuities

    Latest Reviews

    • Gary B

      "I don't recommend this organization. I received incorrect advice that cost me thousands of dollars." ... Read full review

    View all Reviews

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    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.