FIA Services, Inc.
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Financial Planners, Accounting Services, Financial Planning Consultants
1101 Gulf Breeze Pkwy, Gulf Breeze, FL 32561
850-934-2832
CLOSED NOW:
Today: Closed
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Money Professionals LLC
625 E Romana St, Pensacola, FL 32502
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09/09/16
Provided by YP.com12
Very good financial planning and financial investments firm. Helped set up a retirement plan with rollover IRA.
"Setting a Course for Your Financial Future"
- General Info
- FIA Services, Inc. is a Florida licensed Registered Investment Advisor (RIA) Firm located in Gulf Breeze, Florida. Our fees are based only on the amount of the Client's assets under management. This fee structure reduces the total fees charged to Clients because we don't earn brokerage fees on securities transactions. We allocate funds according to each Client's Statement of Investment Policy (SIP) which includes the Client's risk profile. Each Client's SIP is different, so we customize each portfolio to allocate the funds between the various investment alternatives with the goal of maximizing the investment value while staying within the Client's SIP allocation goals.
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Categories
- Financial Planners, Accounting Services, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Real Estate Agents
- Services/Products
- FIA Services customizes portfolios for each Client depending on their individual financial and retirement goals. We use various portfolio models which correspond to the Client's statement of Investment Policy and risk assessment.
- Payment Options
- Brands
- CPA/PFS, CSEP
- Neighborhood
- Gulf Breeze
- Associations
- Personal Financial Specialist (PFS) and Certified Public Accountant (CPA)
- Other Link
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Data provided by one or more of the following: Thryv, Data Axle, Yext.