Skip to content
Peck Bulgin Wealth Management of Raymond JamesPeck Bulgin Wealth Management of Raymond James
Make an appointment
  • Home
  • Your Team
    • Your Team
    • Casey Bulgin
    • Jesse A. Peck
    • Will Tesche
    • Renee Bennett
    • Elizabeth Wagnon
    • Cynthia Rodriguez
    • Private Wealth Advisor
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Pre-Retirees
    • Retirees
    • High-Net-Worth Individuals and Families
    • Life Changes
  • Working Together
    • Working Together
    • Holistic Financial Planning
    • Retirement Planning
    • Private Wealth Management
    • Working with a CFP®
  • Newsletters
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
    • Business Owner Resources
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Peck Bulgin Wealth Management of Raymond James
    1416 Park Ave., Suite 202 Fernandina Beach, FL 32034
    Map and Directions Map and Directions
  • Peck Bulgin Wealth Management of Raymond James
    245 Riverside Ave., Suite 500 Jacksonville, FL 32202-4927 T: 904.348.5450 TF: 800.363.9652 F: 904.858.4086
    Map and Directions Map and Directions
Reset All Filters
Asset Allocation Calculator
Asset allocation is designed to help you create a balanced portfolio o...
Savings And Investments
Benefits of Spending Less
Reducing your spending can be worth more than you might think. Use thi...
Savings And Investments
Start
Start
Certificate of Deposit Calculator
Use this calculator to find out how much interest you can earn on a ce...
Savings And Investments
College Savings Calculator
Saving for your children's education requires a long-term plan. And, l...
Savings And Investments
Compound Savings Calculator
Consistent investments over a number of years can be an effective stra...
Savings And Investments
Start
Compound Interest and Your Return
How interest is calculated can greatly affect your savings. The more o...
Savings And Investments
Start
Cost of Waiting to Save
Waiting to begin your savings plan may have an important impact on you...
Savings And Investments
Start
Emergency Savings Calculator
Having adequate emergency savings can make unforeseen unemployment, au...
Savings And Investments
Investment Distributions
This calculator helps you determine either how large or how long perio...
Savings And Investments
Investment Goals
What will it take to reach your investment goal? Use this investment g...
Savings And Investments
Investment Returns
Meeting your long-term investment goal is dependent on a number of fac...
Savings And Investments

Helping families across generations

Connect with us
Peck Bulgin Wealth Management of Raymond JamesPeck Bulgin Wealth Management of Raymond James
facebooklinkedinenvelope
  • 1416 Park Ave., Suite 202 Fernandina Beach, FL 32034
  • Map & Directions
  • Map & Directions
  • 245 Riverside Ave., Suite 500 Jacksonville, FL 32202-4927
  • T: 904.348.5450
  • TF: 800.363.9652
  • F: 904.858.4086
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use