North Florida Financial

North Florida Financial North Florida Financial is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian.

We want to help you succeed by simplifying the complexities of your financial world and providing you with the tools and support you need to reach your individual financial goals. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 1700 Summit Lake Drive, Suite 200
Tallahassee, FL 32317, phone # (850) 562-9075. North Florida Financial

is not an affiliate or subsidiary of PAS or Guardian 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 and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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As we merge North Florida Financial with Strategic Wealth Specialists, this page will no longer be updated. Our offices,...
03/13/2025

As we merge North Florida Financial with Strategic Wealth Specialists, this page will no longer be updated. Our offices, phone numbers, and emails will remain the same. Be sure to follow our Strategic Wealth Specialists page for all future updates, events, and insights!

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
01/13/2025

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

What steps might help you sustain and grow your retirement savings? This piece explores them.
01/06/2025

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

This piece presents an overview of fundamental steps to consider when a loved one passes.
12/30/2024

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
12/23/2024

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

There are benefits and limitations when using a living trust.
12/16/2024

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Teens might not have much money, but it's important for them to be responsible with the cash they do have.
12/09/2024

Teens might not have much money, but it's important for them to be responsible with the cash they do have.

Where will your retirement income come from? Do you know all the choices available?
12/02/2024

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?
11/25/2024

A retiree’s should reflect the lifestyle choices he or she makes in . Does yours?

Lifestyle considerations in creating your retirement portfolio.

Thinking about a prepaid debit card? Consider the pros and cons.
11/18/2024

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

To live the retirement you want you need to plan ahead and work to save enough money to cover your costs. Taking these s...
11/11/2024

To live the retirement you want you need to plan ahead and work to save enough money to cover your costs. Taking these steps may help.

To live the retirement you want you need to plan ahead. Taking these steps may help.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
11/04/2024

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Address

1700 Summit Lake Drive, Suite 200
Tallahassee, FL
32317

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18505629075

Website

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