Full-service commercial depository, estate settlement account, and wealth referral center at the Ameris Bank Crawfordville branch (2628 Crawfordville Hwy, Crawfordville, FL 32327; (850) 926-5211; FDIC Certificate #19765; Sunbiz Doc #F06000001463). Cross-referenced with MIDFLORIDA Credit Union's Crawfordville branch (formerly Prime Meridian Bank; 2201 Crawfordville Hwy, Crawfordville, FL 32327; (850) 926-4320; Sunbiz Doc #Q25000000006 / #T15000000428) offering Freedom Financial Group wealth management via Osaic Wealth, Inc. (Firm CRD #23131 / SEC #801-33856), Wakulla County Farm Bureau retirement annuities at 2468 Crawfordville Hwy ((850) 926-3425; Sunbiz Doc #N12000010445; Agency Manager Gene Lambert & Life/Annuity Agent Lisa M. Griner, FL DFS License #A105108 / NPN #1434871), and regional Edward Jones (CRD #250 / SEC #801-7288) advisor Barbara Hutcherson Thornton (Individual CRD #7014265) serving Crawfordville retirees.
Official Verification Sources: FDIC BankFind Suite — Ameris Bank (FDIC Cert #19765 — 2628 Crawfordville Hwy); MIDFLORIDA Credit Union (Prime Meridian Bank) & Osaic Wealth (CRD #23131)
Issuer: FDIC / FINRA / SEC / Florida Department of Financial Services (DFS)
Notes: Ameris Bank (FDIC Certificate #19765, Sunbiz Doc #F06000001463, 2628 Crawfordville Hwy, Crawfordville, FL 32327, (850) 926-5211); MIDFLORIDA Credit Union / Freedom Financial Group (2201 Crawfordville Hwy, Crawfordville, FL 32327, (850) 926-4320, Sunbiz Doc #Q25000000006, securities and advisory via Osaic Wealth, Inc., Firm CRD #23131 / SEC #801-33856); Wakulla County Farm Bureau (2468 Crawfordville Hwy, Sunbiz Doc #N12000010445, Lisa M. Griner FL DFS #A105108 / NPN #1434871); and Edward Jones (Firm CRD #250 / SEC #801-7288, Barbara Hutcherson Thornton Ind. CRD #7014265, 0 disclosures).
Factual details and direct answers about Ameris Bank Wealth & Trust Services (Crawfordville Branch; Cross-Ref: MIDFLORIDA Credit Union / Prime Meridian Bank, Farm Bureau & Edward Jones)'s services, licensing, and credentials.
What banking and wealth management services are available at Ameris Bank and MIDFLORIDA Credit Union on Crawfordville Highway?
Ameris Bank (2628 Crawfordville Hwy, (850) 926-5211, FDIC Cert #19765) and MIDFLORIDA Credit Union (formerly Prime Meridian Bank, 2201 Crawfordville Hwy, (850) 926-4320) provide Wakulla County retirees with FDIC/NCUA-insured CDs, formal trust and estate checking accounts, safe deposit boxes, and in-branch retirement advisory services through Freedom Financial Group (registered with Osaic Wealth, Inc., CRD #23131 / SEC #801-33856).
Where can Crawfordville seniors review fixed annuities or Edward Jones retirement portfolios locally?
Wakulla County seniors can review fixed retirement annuities in person at the Wakulla County Farm Bureau office at 2468 Crawfordville Highway ((850) 926-3425, Agent Lisa M. Griner, FL DFS License #A105108) or schedule a local consultation with Edward Jones (CRD #250) Financial Advisor Barbara H. Thornton (CRD #7014265, 0 disclosures).
Connect with complementary legal, financial, and residential providers serving seniors in Crawfordville and Wakulla County.
Ausley McMullen — Crawfordville / Wakulla County Office (Frances "Francie" Casey Lowe, Esq., LL.M. & Sarah S. Butters, Esq.)
Crawfordville, Wakulla County
(850) 926-8245
Wakulla Trace Apartments — USDA Section 515/521 & FHFC 9% LIHTC Senior (62+) & Disabled Community
Crawfordville, Wakulla County
(850) 926-0207
Eden Springs Nursing and Rehabilitation Center (formerly Wakulla Manor)
Crawfordville, Wakulla County
(850) 926-7181
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Capital City Investments & Capital City Trust Company — Lisa R. McPherson, CRPC®, AAMS®, Greg Mayes & Allie VanLandingham (Crawfordville Branch)
Crawfordville, Wakulla County
English Financial Group, LLC — Brian Campbell English, ChFC®, CASL®, CLTC®, RICP® & Jordan Lee, ChFC® (Osaic Wealth — Crawfordville)
Crawfordville, Wakulla County
Centennial Financial Services (Crowley Wealth / Ameriprise Financial Services, LLC) & Centennial Bank Trust — Crawfordville Main Branch
Crawfordville, Wakulla County
Shepard Accounting & Tax Service (Phillips & Revell, CPAs, P.A. — Lorra L. Phillips, CPA & Jessica S. Revell, CPA)
Crawfordville, Wakulla 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.