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Our Services

 
We offer a full range of financial product and services, including:
 
  • Individualized Retirement Income Planning
  • Products and ServicesRetirement Accumulation
  • DROP, 457, 403(b), 401(k), and FRS Investment Plan Rollovers
  • Estate Planning Strategies in Coordination with the Legal/Trust Services of Your Attorney and CPA 
  • Comprehensive Insurance Review and Recommendations
  • Various Life Insurance Contracts
  • Long Term Care Insurnace Advice and Products
  • Financial Counseling
  • Stocks, Bonds, and Mutual Funds
  • Life Settlements

 We represent a wide variety of firms*, including:

"A man who dies without adequate life insurance should have to come back and see the mess he's created."    ~Will Rogers

* Insurance and annuity products offered through AXA Network, LLC and its insurance agency subsidiaries.  This insurance carrier listing is subject to change without notice.

** AXA Equitable and AXA Advisors, LLC are affiliated companies

 

Contact Info

Phone: (727) 391-1707
Fax: (727) 391-1883
Toll Free: (800) 293-6784

larry@jlpeggs.com

Local Office | Branch Office