Investments & Retirement Center

INVESTMENT SERVICES FINANCIAL ADVISORS


Catherine L. Barnes, CRPC®
182 Blanding Blvd.
Orange Park, FL 32073
Phone: (904) 908-2495
Fax: (904) 908-2285
E-mail

Jane Kilby, CRPC®
7795 103rd Street
Jacksonville, FL 32210
Phone: (904) 908-2495
Fax: (904) 908-2285
E-mail

Rick Gregson, CRPC®
1755 Eagle Harbor Parkway
Jacksonville, FL 32210
Phone: (904) 908-2495
Fax: (904) 908-2285
E-mail

Dean Groff, CRPC®
686 Commerce Center Dr.
Jacksonville, FL
Phone: (904) 908-2495
Fax: (904) 908-2285
E-mail

Rob Judas
1802 Kernan Blvd. S.
Jacksonville, FL 32246
Phone: (904) 908-2495
Fax: (904) 908-2285
E-mail

Lori Meredith, CFP®
2762 Blanding Blvd.
Middleburg, FL 32068
Phone: (904) 908-2495
Fax: (904) 908-2285
E-mail

Todd Phillips, CRPC®
165 State Road 312 West
St. Augustine, FL 32086
Phone: (904) 908-2495
Fax: (904) 908-2285
E-mail
 

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

CHARTERED RETIREMENT PLANNING COUNSELOR™ and CRPC® are registered service marks of the College for Financial Planning®. The CFP® certification marks are not associated with CUNA Brokerage Services, Inc.

FR070816-CF6C

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