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Products and solutions

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. That’s where a financial planner can help. Financial advice should help you choose only those products that meet your current and future goals.

Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select only those that address your unique situation.

A customized portfolio takes into consideration a variety of events: retirement planning or mortgaging a first home; financing a child’s post-secondary education or ensuring a family is financially protected. Business owners might want to consider products and services that reward hard-working employees, no matter the company’s size and focus.

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1461 Kingsley Ave
Orange Park,, Florida
32073 US

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  •  Tel: (904)359-6800 x8806
  •  Fax: (904) 332-9326
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. First Florida Credit Union and First Florida Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Florida Investment Services, and may also be employees of First Florida Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Florida Credit Union and First Florida Investment Services.  Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by NCUA or Any Other Government Agency  |  Not Credit Union Guaranteed  |  Not Credit Union Deposits or Obligations  |  May Lose Value

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, FL, GA, HI, MO, NC, NV, NY, TX, SC, VA, WA, WV

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