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BEST RATED TALLAHASSEE, FL FINANCIAL SERVICES

3 Best Financial Services in Tallahassee, FL

Expert-recommended Top 3 Financial Services in Tallahassee, Florida. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Preservation Financial Group - Tallahassee, FL Financial Services - Portrait
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PRESERVATION FINANCIAL GROUP

(4.9 Score)
1695-1 Metropolitan Circle,
Tallahassee, FL 32308 Directions

Since 1987

Specialty:

✓Income Planning ✓Retirement Planning ✓Investment and Market Risk ✓Financial Planning ✓Life Insurance ✓Annuities ✓Business Income ✓Social Security ✓Insurance Strategy ✓Healthcare Planning ✓Trust Distributions ✓Stocks ✓Bonds ✓Long-Term Care ✓Cash Value Protection

"Preservation Financial Group was founded by Pete Tychsen, who serves as its President. A licensed insurance agent and financial advisor, Pete specializes in IRA/401(k) distribution, tax strategies, asset protection, and retirement income planning. The team at Preservation Financial Group works with clients to understand financial strategy. First, they provide seminars to educate clients, believing that clients should feel comfortable with their financial decisions. Second, they review clients' goals and current situations. Additionally, they will take the time to review multiple financial aspects. Their clients take pride in spending time with their families, helping the community, and living each day to the fullest because life is about what they do, not what they make.

2026 Highlights: Preservation Financial Group works with clients to understand retirement strategies and also offers seminars to educate you. They believe that clients should feel comfortable with the decisions they make regarding retirement."

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License #A269903

Price:

One-Time Financial Planning Fees Upto $15,000
Minimum Fee For Investment Advisory Services And Pension Consulting Services $5,000
Ongoing Financial Planning Fees
From $10,000
Upto $25,000

Contact:

(850) 523-7877

Mon-Thu: 9am - 4:30pm
Fri: 9am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

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FIRST FRANKLIN FINANCIAL SERVICES

(4.8 Score)
2100 Fleischmann Road,
Tallahassee, FL 32308 Directions

Since 1966

Specialty:

✓Wealth Management ✓Financial Planning ✓Retirement Planning ✓Investment Management

“2026 Highlights: First Franklin Financial Services provide tailored financial planning services that cater to individuals at every stage of their financial journey. Whether you are just starting your financial path or are a well-seasoned investor, they are here to support you. George F. Ewing is the Founder of First Franklin Financial Services. Their team of experienced professionals is committed to understanding your unique financial goals and crafting personalized strategies that align with your aspirations. They are dedicated to empowering you with the knowledge and tools needed to make informed decisions about your financial future. ”

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License CRD #30833

Contact:

(850) 422-7724

Mon-Fri: 8:30am - 4pm
Fri: 8:30am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

Jackson Financial Group - Tallahassee, FL Financial Services - Portrait
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Best Financial Services in Tallahassee FL - Jackson Financial Group video
10+ YEARS IN TBR
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JACKSON FINANCIAL GROUP

(4.8 Score)
407 East 6th Avenue,
Tallahassee, FL 32303 Directions

Since 1999

Specialty:

✓Bonds ✓Common Stock ✓Educational IRA ✓Traditional IRA ✓Roth IRA ✓SEP IRA ✓Simple IRA ✓Brokerage Accounts ✓Treasury Bills ✓Government Securities ✓Treasury Notes ✓Variable Annuity ✓Retirement Plans ✓Financial Planning ✓401(k) Planning ✓403(b) Planning ✓College Plans ✓Estate Plans ✓Money Purchase Plans ✓Profit Sharing Plans ✓Disability Income Insurance ✓Life Insurance ✓Long-term Care Insurance

"Jackson Financial Group wants to help you understand how to manage risk, prepare for retirement, and preserve your wealth. By helping you acquire the information you need to pursue your financial objectives, they hope to establish a long and trusted relationship. They are proud to be an integral part of the lives of so many families and are grateful for their trust and friendship. Jackson Financial Group has always put their clients' goals and priorities ahead of their own and has assumed fiduciary responsibility since its inception. Jackson Financial Group tailors solutions to their clients and offers personalized answers for every situation.

2026 Highlights: Terri G. Jackson is the financial Planner at Jackson Financial Group and is a Certified Financial Planner practitioner and Certified Divorce Financial Analyst."

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License CRD #6413

Price:

Consulting Fixed Fees
From $2,500
Upto $5,000
Financial Planning Fees
From $500
Upto $2,500

Contact:

(850) 222-4014

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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PRESERVATION FINANCIAL GROUP REVIEWS

We had an excellent experience with Preservation Financial Group. They were diligent about understanding our plans and priorities for retirement. And with this understanding, they thoughtfully guided and advised us in developing and implementing a financial plan that gives us great confidence and comfort for the future. We are grateful for their support.

We have been with Preservation Financial Group for a number of years. It has been obvious to us that Pete and Andrew have our best interests at heart. They are very trustworthy, knowledgeable, and a delight to work with. Definitely the best choice for financial planning.

I highly recommend Pete Tychsen and his financial team (Andrew and Karen). I am extremely satisfied with their professionalism, knowledge, patience, and integrity. I feel they truly care for their clients! Thank you, Preservation Financial.

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FIRST FRANKLIN FINANCIAL SERVICES REVIEWS

My husband and I have been very pleased with the guidance and service we’ve received from Tre Warren, our financial advisor. He is knowledgeable, professional, and does an excellent job keeping us informed about the market and our investments. What we appreciate most is how approachable he is. He always takes the time to answer our questions and explain things clearly. We highly recommend him to anyone looking for a trusted financial advisor who truly cares about his clients.

I highly recommend working with Will if you’re looking for someone trustworthy, patient, and genuinely invested in your financial success. He takes the time to understand your goals and makes you feel confident about your financial future.

Tre Warren at First Franklin has been my family‘s advisor for many years. He goes above and beyond to find new opportunities that fit. There are many snakes out here in this industry. Tre Warren has been true and faithful to my family and is very trustworthy.

JACKSON FINANCIAL GROUP REVIEWS

Wonderful experience all around. Terry was very knowledgeable and helped me select the best stocks for my preferences. And Carlie, where do I even begin! Carlie has provided THE best customer service I have ever experienced at any business in my entire life. Her followup is impeccable and she is very thorough and detail oriented. All while being very polite and friendly. Highly recommended for all of your financial needs.

Jackson Financial Group is absolutely amazing! They made the whole process very easy and took my opinions and thoughts seriously. I have recommended them to everyone in family and will continue to recommend them.

JFG has such an amazing team! They will make the daunting task of managing your finances fun and easy to understand. I highly recommend them for the management of your business or personal finances.

TBR® Inspection Score Report

PRESERVATION FINANCIAL GROUP Total Inspection Points: 117/120
Acknowledgments: 8
Business Images: 9
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

FIRST FRANKLIN FINANCIAL SERVICES Total Inspection Points: 116/120
Acknowledgments: 8
Business Images: 9
Complete Info: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

JACKSON FINANCIAL GROUP Total Inspection Points: 115/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10