JACKSON FINANCIAL GROUP
511 Beverly Street, Tallahassee, FL 32301
Since 1999
Disability Income, Life and Long-Term-Care Insurance, Common Stock, Brokerage Accounts, Variable Annuity, Roth, Educational and Traditional Ira, Retirement, Fee-Based Financial, 403B, Money Purchasing, College, 401K, Estate & Profit Sharing Plans
Specializes in helping individuals develop a sound retirement strategy ● They educate their clients about financial concepts and products and take the mystery out of investing, insurance, estate conservation, and preserving wealth
TBR® Inspection Report
WADDELL & REED
3500 Financial Plaza, Suite 300, Tallahassee, FL 32312
Since 1937
Insurance, Education Saving, Gifting or Giving Strategies, Business Retirement Plans, Financial Planning Services, Investment Management, Individual Retirement Plans & Pension Planning
Provides insurance, debt management and estate planning ● Offers investment products and services should be built specifically to meet different and specialized needs
TBR® Inspection Report
STRATEGIC WEALTH GROUP
401 East Virginia Street, The Chesley House, Tallahassee, FL 32301
Since 2013
Succession Planning, Key Person Training, Supplemental Life and Disability Income Protection, Pension Design and Administration, Wealth Accumulation, Retirement Planning, Charitable Giving, Employment and Executive Benefits, Debt Elimination, Group Short & Long Term Disability
Provides you, your family and your business with the most comprehensive financial services ● They have dedicated professionals who deliver valuable services