Show Navigation

Call Us Today!

Call Corporate Home Office - Administrative Only
Call Cape Coral - Branch Manager: Mike Allard
Call Fort Myers - Branch Manager: Roger Campbell
Call Jacksonville - Branch Manager: Anthony D'Amato
Call Orlando - Branch Manager: Raj Singh
Call Port Charlotte - Branch Manager: Marlene Taylor
Give us a call
866.998.6155
Our Locations
Home / Personal Products / Financial Services / Mutual Funds

Mutual Funds in Cape Coral, FL and Surrounding areas Throughout Florida

Investment Strategies for a Better Future.

Investing in your future is one of the most important financial decisions you can make. Not only is it a way to create a comfortable retirement, but it’s also an important strategy that can positively affect your family’s peace of mind.

At Flagler Insurance Agency, we’re committed to advising you on making smart financial decisions by offering investment services such as Mutual Funds. These pooled investments in assets like stocks, bonds, and money markets can help either individuals or employees benefit based on the performance of companies and securities that fall into any of the asset categories. Shareholders can then receive equity position in each fund.

Since there are many types of Mutual Funds, it’s important to discuss your options with a professional who can advise you on how to invest wisely. Contact an investment professional at Flagler Insurance Agency to learn more about how Mutual Funds can benefit your financial future.

Any investment involves risk and there is no assurance that the investment objective of any fund will be achieved.

Get A Quote

Our Locations

Corporate Home Office - Administrative Only

422 NE 2nd Pl, Suite 200
Cape Coral, FL 33909
Main office: 239-274-9200
Toll free: 866-998-6155
Fax: 239-791-8643

Cape Coral - Branch Manager: Mike Allard

1480 NE Pine Island Rd, Unit 1A
Cape Coral, FL 33909
Main office: 239-244-8838
Fax: 239-244-8838

Delray Beach

401 W. Linton Blvd, Suite 202A
Delray Beach, FL 33444
Main office:

Fort Myers - Branch Manager: Roger Campbell

4575 Via Royale, Suite 105
Fort Myers, FL 33919
Main office: 239-672-4200
Fax: 239-672-4200

Ft. Myers / Gateway

12331 Towne Lake Dr., Suite 1
Fort Myers, FL 33913
Main office:

Jacksonville - Branch Manager: Anthony D'Amato

4440 Merrimac Ave
Jacksonville, FL 32257
Main office: 904-638-2144
Fax: 904-638-2144

Orlando - Branch Manager: Raj Singh

5401 S Kirkman Rd, Suite 725
Orlando, FL 32819
Main office: 407-613-2600
Fax: 407-613-2600

Port Charlotte - Branch Manager: Marlene Taylor

18501 Murdock Cir, Suite 205
Port Charlotte, FL 33948
Main office: 941-500-2188
Fax: 941-500-2188

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.

Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!

Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.

Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.

Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.

Susan T.

Copyright © 2019 Flagler Insurance Agency

Proudly serving Fort Myers, FL, Cape Coral, FL, Orlando, FL, Delray Beach, FL, Naples, FL, Estero, FL, and surrounding areas.

Licensed in FL and GA.

             

Privacy | Site Map