Located on U.S. Highway 90 West in historic downtown Quincy at 517 West Jefferson Street, Quincy, FL 32351, the Quincy Financial Center of Addition Financial Credit Union (`Florida Sunbiz Doc# Q19000000042` / Foundation `Doc# N21000003604` — formerly Tallahassee and Gadsden County's educator-founded Envision Credit Union) provides Gadsden County educators, state workers, and retirees with fiduciary retirement planning and investment management through **Addition Financial Wealth Management**. Securities and fiduciary advisory services are offered through SEC-registered investment adviser **Raymond James Financial Services Advisors, Inc.** (`Firm CRD# 149018` / `SEC File #801-69815`) and FINRA/SIPC broker-dealer **Raymond James Financial Services, Inc.** (`Firm CRD# 6694`), with clean-record registered wealth advisors Michael Louis Nagy (`FINRA/SEC Individual CRD# 6185388`, 13+ years of securities experience since July 2013, `0` regulatory disclosures) and Hieu Phi Nguyen (`FINRA/SEC Individual CRD# 7949674`, `0` regulatory disclosures). Rooted in Envision Credit Union's 70-year heritage serving North Florida teachers and public employees, the Quincy center specializes in Florida Retirement System (FRS) Pension vs. Investment Plan elections, DROP lump-sum rollovers, 403(b) and 457(b) deferred compensation consolidation, Traditional and Roth IRA share certificates, Social Security claiming strategies, and RMD tax planning.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Michael Louis Nagy (CRD# 6185388); Addition Financial Wealth Management (Raymond James) Official Page
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / FL OFR
Notes: Addition Financial Wealth Management (Addition Financial Credit Union, Sunbiz Doc #Q19000000042, merged with Envision Credit Union at 517 W Jefferson St, Quincy, FL 32351) offers fiduciary advisory and brokerage services through Raymond James Financial Services Advisors, Inc. (CRD# 149018, SEC# 801-69815) and Raymond James Financial Services, Inc. (CRD# 6694); staffed by Michael Louis Nagy (CRD# 6185388, 13+ yrs exp., 0 disclosures) and Hieu Phi Nguyen (CRD# 7949674, 0 disclosures).
Factual details and direct answers about Addition Financial Wealth Management (formerly Envision Credit Union) — Michael L. Nagy & Hieu P. Nguyen (Raymond James — Quincy Financial Center)'s services, licensing, and credentials.
Did the Envision Credit Union branch at 517 West Jefferson Street in Quincy become Addition Financial?
Yes. Following the legal merger of Tallahassee-based Envision Credit Union and Addition Financial Credit Union (Sunbiz Doc #Q19000000042), the Quincy Financial Center at 517 West Jefferson Street, Quincy, FL 32351 ((850) 942-9000) continues serving Gadsden County educators, state workers, and retirees while providing access to Addition Financial Wealth Management partnered with Raymond James Financial Services Advisors, Inc. (CRD# 149018 / SEC# 801-69815).
How does Addition Financial Wealth Management assist retiring Gadsden County teachers and state workers with FRS DROP?
Registered Raymond James advisors Michael Louis Nagy (CRD# 6185388, 0 disclosures) and Hieu Phi Nguyen (CRD# 7949674, 0 disclosures) work with Gadsden County School District educators and state employees to structure tax-free direct rollovers of FRS DROP accumulations, 403(b) accounts, and Florida 457(b) Deferred Compensation balances into diversified retirement income portfolios.
Connect with complementary legal, financial, and residential providers serving seniors in Quincy and Gadsden County.
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Youmans & Gardner, LLC, CPAs — Charles Ashley Gardner, CPA & Richard Y. "Dick" Youmans, CPA (Quincy Big Bend Office)
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Florida Farm Bureau Financial & Retirement Services — Kenneth Stoutamire, CLU®, Lee Daffin, Todd Jackson & David Kirkland (Quincy & Havana Offices)
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.