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Phone Banking and General Inquiries:

Pensacola Area: 850.479.9601    Tallahassee Area: 850.562.6702

Toll Free: 800.650.6328

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Lost or Stolen ATM or VISA Debit Card:

Pensacola Area: 850.479.9601    Tallahassee Area: 850.562.6702

Toll Free: 800.650.6328

After Hours, Weekends and Holidays: 800.472.3272

Lost or Stolen Credit Card:

Toll Free: 800.449.7728    More Contact Info

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What’s the Best Way to Find a Financial Adviser in Tallahassee?

Posted on Wednesday, Jun 19, 2013

Preparing for your financial future can be daunting, especially if you're unsure about how much you need to save for retirement, where you should invest your money, and whether or not your current plan is sufficient. If you find yourself asking these questions, it may be wise to consult a financial adviser. Most people are highly trained in their professions but don't know a lot about financial planning. For instance, what's the difference between asset allocation and diversification? How do stocks fit into your financial plan. A trustworthy financial adviser is key to finding the answers to these questions, but how do you go about finding a financial adviser in Tallahassee?

At Gulf Winds Federal Credit Union, we offer financial advice services through Raymond James. Our Tallahassee advisers have over 60 years of experience helping others to plan their financial futures. They're the ones to trust when you need a second opinion on the state of your finances. Take a look at the services offered by our financial advisers:

• Asset Allocation
• Asset Management
• Estate Planning
• Financial Planning
• Retirement Planning
• Mutual Funds, Stocks & Bonds
• College Planning
• Identity Theft
• Insurance & Annuities

When you work with our financial advisers, you get a professional and local perspective on the state of your affairs. Florida-based Raymond James Financial is a diversified holding company that provides services to individuals, corporations, and municipalities. This broad range of experience ensures that your own affairs will be handled with the utmost care, and you'll feel comfortable picking up the phone and asking your financial adviser questions about a variety of financial topics.

To get started with a Raymond James financial adviser in Tallahassee, all you have to do is call us or come on in to one of our Gulf Winds branch locations to set up an appointment. We make it easy for you to get the best financial advice, because we're invested in the financial well-being of our members.

To learn more about financial investing, download our free guide to Improving your Personal Finances with a Credit Union.

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