3220 SW 31st Road
Suite 302
Ocala, FL 34474
Phone: 352-854-6866
Fax: 352-854-9555
Toll-Free: 800-416-6866
Contact Us

Map & Directions

If this is your first visit to our Web site and you are looking for advice on retiree asset management, prepare to be pleasantly surprised. Living in Florida, Jeff and Ned, work with retirees who want to establish a personal, long-term relationship with a team of experienced investment advisor representatives and financial planners – a relationship of trust and confidence built over time by working together to prepare for, and living through, the ups and downs of life and the financial markets.    EXPERIENCED, OBJECTIVE ADVICE YOU CAN TRUST

Jeff McDonald 800-416-6866 352-854-6866 3220 SW 31st Road Suite 302 Ocala, FL 34474 Contact Me Map & Directions

Ned Barry 800-443-4368 352-249-1042 2101 SE Highway 19 Crystal River, FL 34429 Contact Me Map & Directions

We measure success by how well we help to preserve and grow your retirement nest egg with the least amount of risk possible. At the same time we work together with you over many years to create and carry out a comprehensive, personalized retirement asset management plan designed to support you in accomplishing your retirement goals and maintaining your independence.

Welcome back if you use our Web site as a convenient way to access timely, high-quality Raymond James investment and retirement planning information.

We update our Web site’s content weekly so we encourage you to add it to your list of favorite Web sites. Jeff and Ned would also be delighted to add you to our e-mail list so that you receive notice of significant new information when it becomes available. Simply click on Contact Us on the right side of this Web page to let us know you would like to be added to our e-mail update list.