Cape Coral Office

Photo of Larry McCoy, a Certified Financial Planner in Cape Coral Florida

Larry McCoy


35 + years of experience in the Financial Services Industry

Registered in: NY, PA, NC, FL and AZ

My Mission Statement
I can help you create a Financial Plan, a personalized “road map” that can help you address your financial problems and pursue your short-and-long-term goals. I will work one-on-one with you to understand your current financial situation and your financial goals. I will then design and help you implement a financial plan that is customized to your needs.

Professional Qualifications
- Registered Investment Adviser Representative
- FINRA series 6, 63, 65 Registrations
- Life, Health and Variable Annuity Agent (215)

Education
- Rollins College, Bachelor of General Studies
- Nova University, Master of Science
- US Military Veteran

Specialty Services
- Retirement Planning
- Insurance Planning

Personal Information
- Married to Jandellee George McCoy, 48 years.
- 2 grown children, 3 grandchildren.

Financial Planner Cape Coral

Contact Suncoast Wealth

Choose the Office You Want to Speak with to Set Your Appointment

Create Your Game Plan

A Custom Strategy Will be Created Based on Your Specific Goals

Have Confidence

Know that the Plan You Decide On is Based on Your Comfort Level