Strategic Relationships
Fidelity
With more than 60 years of financial management experience and a reputation for integrity, Fidelity is the one of the world’s largest providers of financial services. Fidelity offers a broad range of investments including one of the largest mutual fund supermarkets featuring highly rated funds, FDIC insured CDs and a wide range of money market products www.fidelity.com
National FinancialNational Financial
Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services. As of September 30, 2011, National Financial Services LLC serviced 16.9 million accounts representing $1.9 trillion in assets. www.nationalfinancial.com
Cambridge Investment Research, Inc.
True independence is a priority at Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence, and believes internal control occurs when senior leadership has majority voting control to shape the firm’s future without outside restriction. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
Your need for objective advice drives our independence
Cambridge has continually put the objectivity of independent financial professionals first to ensure the long-term success of the financial services industry, financial professionals, and clients. We offer one of the largest footprints of quality financial products and services available in the industry, and we are dedicated to providing the broadest scope of flexibility and choice to your financial professional.
The Pinnacle Group
The Pinnacle Group is a leading insurance and financial services brokerage firm, committed to providing advisors a superior portfolio of insurance products and unique expertise. Working with only top rated insurance carriers, The Pinnacle Group has an impressive selection of products, so our clients can be assured that they are receiving the best the marketplace has to offer. As part of one of the largest insurance marketing organizations in the US, The Pinnacle Group offers a powerful partnership of highly experienced insurance and financial specialists who are dedicated to providing superior concierge of services to our advisors.
www.pinnacleifs.com
Black Creek Retirement Plans, Inc.
Black Creek Retirement Plans, Inc. is more than just a Third Party Administrator. We are a Retirement Plan Consulting Firm that provides services for IRS‑qualified employee retirement plans with expertise, integrity and consistency, catering to organizations looking for customized solutions.
http://www.blackcreek401k.com/
Future Home Loans
At future home loans, we are a local veteran-owned and operated company in the North Florida region. If you’re looking to purchase your first home, second home, refinance, or obtain cash for that next remodel, we have a loan option for you! Our team shops hundreds of options so you don't have to. Even if you are declined from the big banks, give us a call we are here to help! 2navyvets.com
Irion Insurance
We have been serving Florida and Georgia clients since 2012. Our focus is on Medicare insurance solutions through education and annual reviews to make sure the right tool for the job is being used. We simplify Medicare in a personal setting. https://www.irioninsurance.com/
Jacquelyn Ward Real Estate
Jacquelyn (Jaci) Ward, Broker Associate with Compass, offers access to unrivaled market knowledge and discreet concierge services catered to the needs of each individual client. As a well-seasoned, reputable agent she is prepared to utilize her unparalleled knowledge to guide clients through the uncertainty of this fluctuating economy and maximize profits. If you are considering purchasing or selling in Northeast Florida, trust in Jacquelyn's economic expertise, industry connections and exclusive resources to provide you with the assurance and guidance you need to maximize your real estate opportunities. https://www.jacquelynwardrealestate.com