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Who We Serve

Who We Serve

Don’t go it alone. Whether you’re a first-time investor, reimagining your retirement, or anything in between, you may benefit from a team of financial professionals in your corner.

Speak to a Professional

If you’re ready to work with a financial professional, let’s sit down to talk.

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We help investors bridge the investment confidence gap.

Client Centered

Get educated and started on your investment journey.
Protect your family at every stage of life.
Develop a roadmap as unique as you are.
Get guidance if you see change ahead.

Our Services

First-Time Investors

First-Time Investors

Overcome market hesitancy with education and guidance.

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Business Owners and Entrepreneurs

Business Owners and Entrepreneurs

Supporting small business owners and investors.

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Wealth Management

Wealth Management

Consultation and management.

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Insurance Approaches

Insurance Approaches

Protect yourself and your family.

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Estate Strategy

Estate Strategy

Support for every phase of life.

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Retirement Roadmaps

Retirement Roadmaps

One of your most important financial milestones.

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Have a Question?

If you're not ready to schedule an appointment but have a question, please complete our form and we'll be in touch.

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Contact

Office: 800-284-1144

P.O. Box 5549

2831 NW 43RD ST

Gainesville, FL 32627

info@florida-lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Florida Credit Union (FLCU) and Florida Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Florida Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Florida Credit Union (FLCU) or Florida Wealth Management. Securities and insurance offered through LPL or its affiliates are:

^{NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY}	^{NOT CREDIT UNION GUARANTEED}	^{NOT CREDIT UNION DEPOSITS OR OBLIGATIONS}	^{MAY LOSE VALUE}

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.