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An organization is only as strong as its roots. For six generations, our families’ Florida roots have guided our approach to life and community service. As a financial partner to hundreds of families and organizations for more than 25 years, we understand what is most important to you.
We specialize in:
- Personalized financial, retirement and investment planning
- Individual Investment Accounts (including brokerage, IRA, Roth IRA, 529)
- Individual Insurance (including life, disability, long-term care)
- Group Retirement Plans (including 401(k), 403(b), and profit sharing plans
- Group Medical, Dental, Life, and Disability plans
Latest News & Information
In this month’s recap: A powerful late-month rally helped recoup losses from earlier in the month. Monthly Economic Update Presented by Brower Financial Group, June 2022 U.S. Markets Stocks were mixed in May as a powerful rally in the final week of trading helped...
Most people just invest for the future. You have a chance to do more. Provided by Brower Financial Group Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or...
In this month’s recap: It was a challenging month for investors as losses in mega-cap tech companies spilled over to the broader market. Monthly Economic Update Presented by Brower Financial Group, May 2022 U.S. Markets April was a challenging month for investors as...
We believe in being a supportive and active part of our community.
TaxSlayer Bowl Committee
We proudly serve the TaxSlayer Bowl as a committee member. The committee supports local youth and other programs throughout the year.
Jacksonville Historical Society
We proudly support the Jacksonville Historical Society, and organization dedicated to preserving the history of northeast Florida and educating citizens about culture, architecture and history of the area.
Dream Coat Society
We support The Dream Coat Society, who provides funding to support patient care, teaching, research and advocacy.