Early CD Withdrawal Penalities Jacksonville FL
If you withdraw funds from a certificate of deposit or other deferred interest account before maturity, you may be charged a penalty. The Form 1099-INT or similar statement given to you by the financial institution will show the total amount of interest in box 1 and will show the penalty separately in box 2.
Carolyn McClanahan
Life Planning Partners, Inc.
(904) 448-5158
6550 St. Augustine Road, Suite 302
Jacksonville, FL
Carolyn McClanahan
Life Planning Partners, Inc.
(904) 448-5158
6550 St. Augustine Road, Suite 302
Jacksonville, FL 32217
Expertises
Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MD
Data Provided by:
Stephen Faries
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL
Stephen Faries
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL 32216
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, JD, MBA
Data Provided by:
Timothy Utecht
Life Planning Partners, Inc.
(904) 448-5158
6550 St. Augustine Road, Suite 302
Jacksonville, FL
Timothy Utecht
Life Planning Partners, Inc.
(904) 448-5158
6550 St. Augustine Road, Suite 302
Jacksonville, FL 32217
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFA
Data Provided by:
Ms. Carolyn McClanahan, CFP®
(904)390-2737
961 Old Grove Mnr
Jacksonville, FL
Ms. Carolyn McClanahan, CFP®
(904)390-2737
961 Old Grove Mnr
Jacksonville, FL 32207
Firm
Life Planning Partners, Inc
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mrs. Wendy Hamilton, CFP®
(904)346-3460
1301 Riverplace Blvd
Jacksonville, FL
Mrs. Wendy Hamilton, CFP®
(904)346-3460
1301 Riverplace Blvd
Jacksonville, FL 32207
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Chris Daunhauer
TrustWell Financial Advisors
(904) 996-7800
8825 Perimeter Park Blvd., Suite 304
Jacksonville, FL
Chris Daunhauer
TrustWell Financial Advisors
(904) 996-7800
8825 Perimeter Park Blvd., Suite 304
Jacksonville, FL 32216
Expertises
Cash Flow/Budgets/Credit Issues, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, M.Ed., MBA
Data Provided by:
Jane Marchand
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL
Jane Marchand
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL 32216
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, BA
Data Provided by:
Peter North
North & Company, LLC
(904) 688-0685
1620 Brighton Bluff Court
Orange Park, FL
Peter North
North & Company, LLC
(904) 688-0685
1620 Brighton Bluff Court
Orange Park, FL 32003
Expertises
Ongoing Investment Management, Tax Planning, Retirement Planning & Distribution Rules, Advising Medical Professionals, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
Mr. Michael Maguire, CFP®
904-348-5562
1039 River Oaks Rd
Jacksonville, FL
Mr. Michael Maguire, CFP®
904-348-5562
1039 River Oaks Rd
Jacksonville, FL 32207
Firm
BB&T-Branch Banking & Trust Company
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mrs. Michelle Wordell, CFP®
904-694-0240
Riverplace Tower
Jacksonville, FL
Mrs. Michelle Wordell, CFP®
904-694-0240
Riverplace Tower
Jacksonville, FL 32207
Firm
Northwestern Mutual Financial
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by: