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Newsletters- Successful Women
Available quarterly, this publication includes articles and tools to help you become more informed and proactive about issues impacting your finances, as well as issues affecting some of the other roles you play.
- Financial Journeys
Available on the first business day of every month, this publication has been developed by focusing on the specific needs and interests of our clients. This two-page publication generally features two articles, with one article each month dedicated to retirement planning. Additional features focus on general financial planning issues as well as investment and economic topics currently in the news that may be impacting you and your financial situation.
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Dave Pesterfield CERTIFIED FINANCIAL PLANNER™ Branch Manager
447 Atlantic Boulevard #5 Atlantic Beach, FL 32233 Phone: 904-247-3406 Contact Us
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