Early CD Withdrawal Penalities Ponte Vedra Beach 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.
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:
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:
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:
Mr. Thomas Hazouri, CFP®
904-285-7502
181 Coastal Oak Cir
Ponte Vedra Beach, FL
Mr. Thomas Hazouri, CFP®
904-285-7502
181 Coastal Oak Cir
Ponte Vedra Beach, FL 32082
Firm
Bull & Bear Capital Advisors
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Robert Corrao, CFP®
(904)543-7822
101 Summer Tree Ct
Ponte Vedra Beach, FL
Mr. Robert Corrao, CFP®
(904)543-7822
101 Summer Tree Ct
Ponte Vedra Beach, FL 32082
Firm
Morgan Stanley Smith Barney
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
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:
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:
Mr. John Murphy, CFP®
(904)273-9850
110 Professional Dr, Suite 101
Ponte Vedra Beach, FL
Mr. John Murphy, CFP®
(904)273-9850
110 Professional Dr, Suite 101
Ponte Vedra Beach, FL 32082
Firm
Butensky & Cohen Financial Sec
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Michael Wicks, CFP®
(407)230-0813
3787 Palm Valley Road
Ponte Vedra Beach, FL
Mr. Michael Wicks, CFP®
(407)230-0813
3787 Palm Valley Road
Ponte Vedra Beach, FL 32082
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Lonnie Brooks, CFP®
(904)382-3078
921 Fiddlers Creek Rd
Ponte Vedra Beach, FL
Mr. Lonnie Brooks, CFP®
(904)382-3078
921 Fiddlers Creek Rd
Ponte Vedra Beach, FL 32082
Firm
Financial Design Associates
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by: