Health Insurance Survey Jacksonville FL

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Mike Lawrence
1 San Jose Place
Jacksonville, FL
Company
Company: Lawrence Financial Services
Education
University of Nevada at Las Vegas (UNLV)
BS in BA dual concentrations Finance and Risk Management/ Insurance
Years Experience
Years Experience: 30
Service
Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Fee Only Portfolio Management,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Wealth Engineering,IRA, 401k, Roth

Data Provided by:
JM Insurance of Jacksonville
(904) 247-7401
Jacksonville, FL
 
Narciso Rodriguez
20801 Biscayne Blvd
Aventura, FL
Company
Company: Atlantic West Financial Group
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Education Funding & Financial Aid Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Annuities,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,401k Rollover Fro

Data Provided by:
Mark Campbell C.R.P.C.
1401 Manatee W
Bradenton, FL
Company
Title: Vice President, Senior Financial Advisor
Company: Merril Lynch
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
University of Georgia
Years Experience
Years Experience: 16
Service
High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Life Insurance,Investment & Portfolio Management,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Health Care Insurance,Retirement Planning,Investment Consulting & Allocation Design,Busines

Data Provided by:
Mike Lawrence
1 San Jose Place
Jacksonville, FL
Company
Company: Lawrence Financial Services
Education
University of Nevada at Las Vegas (UNLV)
BS in BA dual concentrations Finance and Risk Management/ Insurance
Years Experience
Years Experience: 30
Service
Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Fee Only Portfolio Management,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Wealth Engineering,IRA, 401k, Roth

Data Provided by:
Liberty Ambulance EMS
(904) 721-0008
1626 Atlantic University Circle
Jacksonville, FL
 
Paul Porter
808 Polk Street
Hollywood, FL
Company
Title: Branch Manager/Financial Advisor
Company: LPL Financial
Type
Investment Advisor Rep: Yes
Education
U. of Delaware / BA
Stonier School of Banking
Years Experience
Years Experience: 30
Service
Life Insurance,Investment & Portfolio Management,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning,Asset Protection Strategies & Planning,Health Care Insurance,Retirement Planning,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Disability Insurance,Annuities,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Pla

Data Provided by:
Joseph Horton
8930 SE Ceres St.
Hobe Sound, FL
Service
Medicaid,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only

Data Provided by:
David Fuller
856 Second Avenue North
St. Petersburg, FL
Service
Mortgage Refinancing,Stock Market Alternative,Reverse Mortgage,Life Insurance,Long-Term Health Care Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicaid,Retirement Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Medicare Planning,Annuities,Annuity Ideas & Strateg

Data Provided by:
Bruno Pouliot
13790 NW 4th St
Sunrise, FL
Company
Title: CRPC, Chartered Retirement Planning Counselor
Education
FLORIDA ATLANTIC UNIVERSITY, B.A. 1995
BROWARD COMMUNITY COLLEGE A.S. 1993
Years Experience
Years Experience: 15
Service
Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Captive Insurance,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,A

Data Provided by:
Data Provided by:
Mailing Address:
Jacksonville Magazine
1261 King St.
Jacksonville, FL 32204
TEL: (904) 389-3622
FAX: (904) 389-3628
E-mail: mail@jacksonvillemag.com