Campbell & Company | Spring Hill, FL; Odessa, FL; Inverness, FL

Time 2022-10-26 02:29:19

Web Name: Campbell & Company | Spring Hill, FL; Odessa, FL; Inverness, FL

WebSite: http://www.mycampbellandco.com

ID:365949

Keywords:

Company,Spring,Campbell,amp

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Call us today (352) 683-7365

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Financial Relief Resource Center

Discover the valuable resources and professional insight we’ve cultivated to help current and future retirees understand what these turbulent times could mean for them and how to better protect their finances.

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How We Help Our Clients

Financial Planning in Florida

Campbell & Company, Wealth Advisors, and Certified Public Accountants is a full-service financial services and CPA firm. Jackie Campbell is held to a fiduciary responsibility to her clients. This is important when seeking counsel for your financial well-being. As financial advisors, we believe the combination of years in service and experienced professionals enables us to offer a full array of accounting and taxation services, as well as investing, wealth management, and personal financial planning for the benefit of individuals and businesses.

Benefits to You

Invest smarter – strategize for less risk and more rewardPlan for success with Results in Advance financial planningHelp preserve and protect your wealth for seamless transfer to the next generationTax-smart strategies to help minimize your tax liability

Trust the experienced professionals at Campbell & Company.

CFP® Professionals

CFP® Professionals

Discover the difference having a CERTIFIED FINANCIAL PLANNER™ Professional can have in your financial journey.

CFP Professionals

In The Media

In The Media

You can catch Jackie Campbell and the Campbell & Company team on TV, radio, and their podcasts at your convenience. We will discuss and offer insight on current topics that are impacting people like you!

Media

Market Guard®

Market Guard®

We utilize Market Guard® “to help empower clients with potentially the highest probability of investment success, while helping to protect their investments along the way.”

Market Guard

Forbes

3 New Retirement Rules That May Change Retirement as We Know It

Read more at Forbes.com

“As I often mention to my clients, a successful retirement plan is one that must be not only created and written, but also revisited annually to account for changes we can and cannot control.”
– Jackie Campbell

Read more at Forbes.com

Begin Your Financial Journey

Spring Hill Office

7211 Hiawatha Pkwy.
Spring Hill, FL 34606
Phone: (352) 683-7365

Odessa/Trinity Office

2400 Merchant Ave.
Odessa, FL 33556
Phone: (727) 364-2633

Inverness Office

2202 Highway 44 W.
Inverness, FL 34452
Phone: (352) 683-7365

Privacy PolicySocial Media Disclosure

Investment advisory services offered through Market Guard® an SEC-Registered Investment Advisor CRD #153241. Campbell and Company and Market Guard® are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Jackie Campbell, CPA and Campbell and Company, Certified Public Accountants and Financial Advisors are able to provide tax services. However, you are not obligated to work with Campbell and Company, Certified Public Accountants and Financial Advisors and Jackie Campbell, CPA for any tax services. You are encouraged to consult your tax advisor or attorney.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Any references to fixed or guaranteed products or guaranteed income are referencing insurance products only and are subject to the claims-paying ability of the underwriting insurance company. Please see the Firm Brochure ADV and Form CRS for conflict-of-interest disclosures. Market Guard’s® primary asset management centers around the use of its model portfolios.

Market Guard’s® model portfolios utilize a tactical asset allocation model with the purpose of assessing individual positions in the portfolio, and depending on model chosen, signal a possible opportune time to sell, buy or hold the underlying exchange traded fund (ETF). It is not a stop loss, nor does it guarantee against any loss in the model or account. It is not responsible for any tax implications that may result due to the trading of the holdings.

Thank you for visiting Campbell & Company’s page on Facebook, Instagram, Twitter, YouTube and LinkedIn. We are part of a highly regulated industry and therefore have some strict rules on replying to comments. If you do not hear from us, or we remove posts because they do not fall within specific guidelines, please do not take it personally. Campbell and Company reserves the right to remove any comments on the page that are exaggerated, misleading, or fraudulent.

No Testimonials – Industry regulations prevent us from posting comments about how well or how poorly anyone feels about working with Campbell and Company.
Campbell and Company use of the “like” button is not an endorsement of the organization or individual who posted the content. All content, “likes”, and followers of this page should not be considered as testimonials or advertisements.

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