3 Best Financial Services in Tallahassee, FL

“Preservation Financial Group, 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 you, believing that clients should feel comfortable with their financial decisions. Second, they review your goals and current situation. 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.”

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“Strategic Wealth Group specializes in helping individuals develop sound retirement strategies and offers personalized, hands-on service. John Lentz is the president and founder of the group. The team at Strategic Wealth Group offers over 75 combined years of experience assisting individuals and business owners in protecting, growing, enjoying, and transferring their wealth. They act as trusted representatives to objectively develop prudent financial strategies that align with your goals. They educate their clients about financial concepts and products, helping take the mystery out of investing, insurance, estate conservation, and preserving wealth. The team works with you to identify strategies to achieve and protect your goals and dreams. The firm puts you on a path toward the effective accumulation of wealth and financial balance while protecting the future of your loved ones and your livelihood.”

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“Rosenberg Alvis Ambrose Wealth Management provides services to their clients to help reduce their taxes and protect assets by utilizing numerous investment products and strategies to protect their clients' lifestyles for a lifetime. Eliot Rosenberg is the firm's partner and branch manager. He graduated from Florida State University and spent the first part of his career working with other financial planning firms in Tallahassee before forming his own company in 1990. The Rosenberg Alvis Ambrose Wealth Management team's first priority is helping you take care of yourself and your family. They want to understand more about your situation, identify your dreams and goals, and understand your risk tolerance. Their mission is to help you take advantage of those opportunities by clearly understanding your financial goals, providing a well-defined roadmap for achieving those goals, and offering ongoing advice to help adjust your roadmap when your needs change. They also offer educational articles that outline financial concepts and highlight products designated to fill the gaps in your financial strategy. Additionally, you'll find calculators to help you assess your current and future needs.”

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