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FIA Services, Inc. is a Florida licensed Registered Investment Advisor (RIA) Firm located in Gulf Breeze, Florida. Our fees are based only on the amount of the Client's assets under management. This fee structure reduces the total fees charged to Clients because we don't earn brokerage fees on securities transactions. We allocate funds according to each Client's Statement of Investment Policy (SIP) which includes the Client's risk profile. Each Client's SIP is different, so we customize each portfolio to allocate the funds between the various investment alternatives with the goal of maximizing the investment value while staying within the Client's SIP allocation goals.
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Reviews

SS
Steve S.

09/09/2016

Provided by YP.com

Very good financial planning and financial investments firm. Helped set up a retirement plan with rollover IRA.

More Business Info

"Setting a Course for Your Financial Future"

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
FIA Services customizes portfolios for each Client depending on their individual financial and retirement goals. We use various portfolio models which correspond to the Client's statement of Investment Policy and risk assessment.
Brands
CPA/PFS, CSEP
Payment method
all major credit cards, check, debit, paypal, financing available, amex, visa, discover, mastercard
Neighborhood
Gulf Breeze
Associations
Personal Financial Specialist (PFS) and Certified Public Accountant (CPA)
Other Link

Registered Investment Advisor

Categories
Financial Planners, Accounting Services, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Real Estate Agents
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