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Young Professionals

Whether you finished school or you went straight into the work force and are getting established in your career. You are on your own now and have lots of...

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Young Families 

You face many of the same issues as young professionals, but it's not just yourself who you have to take...


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Mid-Career

You have a lot on your plate. There are high expectations for you at work. You may have children you..


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Late-Career

You can finally see the light at the end of the tunnel! You are less than ten years away from...

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Retired 

You have worked hard and now it's time to enjoy retirement. You have a lot of decisions to make though...
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People of Color 
Schedule time with me
 
Floyd Financial Services LLC ("Floyd") is a registered investment advisor ("RIA") located in the State of Texas. Floyd provides investment management and financial planning services for clients in Texas and other States. Chase Floyd, President of Floyd, is also a licensed insurance agent.  Floyd will register and maintain all applicable licenses as required by the various states in which Floyd conducts business, as applicable. Floyd renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
 
This web site is intended to provide general information about Floyd. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.
 
Floyd will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and available upon request. You may also obtain a copy on the SEC website at http://adviserinfo.sec.gov. 

Contact
(602) 380.3182
Chase@FloydFS.com

Phoenix Office 
3920 E. Indian School Rd.
Suite 8
Phoenix,AZ 85018 



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  • Home
  • Services
    • Financial Planning
    • Investments
    • Life Insurance
    • 529 College Savings Plan
  • About
  • Contact