about us

Our Commitment

Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn't end there. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work. Here's how we are making a difference in our communities.

To the Community

Our community involvement through charitable organizations and civic events is deeply important to us and our time and resources invested are additional reasons we've earned trust from so many in this area.

We are proud of our involvement with the following local organizations, which our agency has either supported directly or has been recognized by for our impact on our community:

Organizations We Are Apart Of

Accounting and Financial Women’s Alliance
Children’s Home Society of Florida
City of Jacksonville
Extra Point Club FSU
Feeding Northeast Florida
First Coast Hispanic Chamber of Commerce
Girls on the Run of Coastal Georgia
Indo US Chamber of Commerce
Jacksonville Chamber of Commerce
Leon County Schools
NAIFA Jacksonville
Savannah Music Festival
Savannah Tour of Homes and Gardens
SCORE Jacksonville
SCORE Savannah
Sri Shirdi Sai Society
University of North Florida

To Our Clients

Our working environment is characterized by teamwork, trust and cooperation. We work together to serve you. We honor our commitments and hold ourselves and each other accountable. We support the best in each other and know we can be the best financial services organization in the area. We are determined to succeed.