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Current company Strategic Wealth Group
Financial Services · 14 employees · Founded 1990 · Tallahassee, Florida, United States
Our firm specializes in helping individuals develop sound retirement strategies. We serve clients in 31 states around the country. Our team offers over 75 combined years of experience assisting individuals and business owners protect, grow, enjoy and transfer their wealth. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and help take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3664 COOLIDGE CT, TALLAHASSEE FL, 32311, 85••••••75. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. STRATEGIC WEALTH GROUP is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0I81238, AR Insurance License Number - 515560. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information 20••••••••10/24