Located on U.S. Highway 90 East in downtown Chattahoochee at 303 East Washington Street, Chattahoochee, FL 32324, the Chattahoochee Financial Center of Addition Financial Credit Union (`Florida Sunbiz Doc# Q19000000042` — operating on the historic site of the Florida Office of Financial Regulation state-chartered **FSH Employees Credit Union** [`(850) 663-2404`], which was founded to serve employees of the **Florida State Hospital [FSH]** in Chattahoochee before merging into Envision Credit Union and Addition Financial) serves as western Gadsden County's primary retirement and wealth management hub. Through **Addition Financial Wealth Management**, partnered with 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`), 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) advise retirees across Chattahoochee (`32324`), Greensboro (`32330`), Gretna (`32332`), and the Apalachicola River Valley on Florida Retirement System (FRS) Regular Class and Special Risk Class pension/DROP lump-sum rollovers and State of Florida 457(b) Deferred Compensation consolidation.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Hieu Phi Nguyen (CRD# 7949674); Addition Financial — Chattahoochee Branch & Raymond James Wealth Management
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / FL OFR
Notes: Addition Financial Credit Union (Sunbiz Doc #Q19000000042, successor at 303 E Washington St, Chattahoochee, FL 32324 to FL OFR state-chartered FSH Employees Credit Union and Envision Credit Union) offers fiduciary investment and retirement planning through Raymond James Financial Services Advisors, Inc. (CRD# 149018, SEC# 801-69815) and Raymond James Financial Services, Inc. (CRD# 6694) with advisors Michael Louis Nagy (CRD# 6185388, 0 disclosures) and Hieu Phi Nguyen (CRD# 7949674, 0 disclosures).
Factual details and direct answers about Addition Financial Wealth Management (formerly Envision / FSH Employees Credit Union) — Chattahoochee Financial Center (Raymond James)'s services, licensing, and credentials.
How does the 303 East Washington Street branch in Chattahoochee serve retiring Florida State Hospital (FSH) and state correctional employees?
Originally chartered as the FSH Employees Credit Union at 303 East Washington Street, Chattahoochee, FL 32324 ((850) 942-9000) to serve Florida State Hospital personnel, the branch (now Addition Financial Credit Union, Doc #Q19000000042) connects retiring FSH healthcare workers and Apalachee/River Junction Special Risk correctional staff with Addition Financial Wealth Management (Raymond James Financial Services Advisors, CRD# 149018 / SEC# 801-69815) to roll over FRS DROP payouts and 457(b) deferred compensation accounts.
What are the regulatory records of the Raymond James advisors serving Addition Financial members?
Registered advisors Michael Louis Nagy (CRD# 6185388, 13+ years experience) and Hieu Phi Nguyen (CRD# 7949674) are dually registered with Raymond James Financial Services Advisors, Inc. (CRD# 149018 / SEC# 801-69815) and Raymond James Financial Services, Inc. (CRD# 6694), and both hold spotless FINRA BrokerCheck records with zero disclosures.
Connect with complementary legal, financial, and residential providers serving seniors in Chattahoochee and Gadsden County.
Law Office of Matthew G. Stephens (Chattahoochee) & Thomas Thomas Law LLC (Midway)
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(850) 606-1000
Flint Garden Apartments — HUD Project-Based Section 8 Community (Chattahoochee)
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Bell Road Human Services, Inc. (Havana Assisted Living Facility)
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(850) 539-8510
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Capital City Investments & Capital City Trust Company — Gregory N. "Greg" Mayes & Allie VanLandingham (Quincy Courthouse Square Flagship Branch)
Quincy, Gadsden County
Centennial Financial Services (Crowley Wealth / Ameriprise Financial Services, LLC) & Centennial Bank Trust — Quincy Branch
Quincy, Gadsden County
Addition Financial Wealth Management (formerly Envision Credit Union) — Michael L. Nagy & Hieu P. Nguyen (Raymond James — Quincy Financial Center)
Quincy, Gadsden County
Youmans & Gardner, LLC, CPAs — Charles Ashley Gardner, CPA & Richard Y. "Dick" Youmans, CPA (Quincy Big Bend Office)
Quincy, Gadsden County
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.