3 Best Financial Services in Tallahassee, FL

“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.”

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“Strategic Wealth Group specializes in helping individuals develop sound retirement strategies. John Lentz is the founder and president of Strategic Wealth Group. They educate their clients about financial concepts and products and help take the mystery out of investing, insurance, estate conservation, and preserving wealth. Their initial conversation with you is designed to determine if their philosophical approach to financial decision-making is aligned with your expectations. Strategic Wealth Group will share their unique planning process and philosophy of care for helping you achieve your greatest potential.”

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“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.”

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