Call 850-934-2832 for an appointment with an Investment Adviser






FIA Services customizes portfolios for each Client depending on their individual financial and retirement goals. We use various portfolio models which correspond to the Client's Statement of Investment Policy and risk assessment.

       Our services include:

  • Investment Advice
  • Investment Management
  • IRA, SEP and 401-K Rollovers
  • Financial and Retirement Planning
  • New IRAs, SEPs, and 401-K Retirement Plans