Crawfordville credit union retirement and fiduciary wealth management hub at the Champions First Credit Union (formerly Florida State University Credit Union; NCUA Charter #67874; Sunbiz Doc #Q24000000045) branch at 11 Osceola Court in downtown Crawfordville. Through Private Wealth Management & Consulting, LLC (Sunbiz Doc #L12000104617; Wealth Direct: (850) 692-2500), Accredited Investment Fiduciary (AIF®) and Behavioral Financial Advisor (BFA™) Edward 'Eddie' Allan Knowles (Individual CRD #4206181; registered with LPL Financial LLC, Firm CRD #6413 / SEC #801-10970) provides Wakulla County educators, state retirees, and families with FRS DROP rollovers, fiduciary retirement income portfolios, and Social Security timing. Cross-referenced with neighboring Gulf Winds Credit Union & Gulf Winds Wealth Management at 11 Preston Circle, Crawfordville, FL 32327 ((800) 650-6328; NCUA #68694; Raymond James Financial Services Advisors, Inc., Firm CRD #149018 / SEC #801-69815 & CRD #6694; Senior Wealth Advisor Gary Max Goeppinger, Individual CRD #5775069).
Official Verification Sources: FINRA BrokerCheck — Edward Allan Knowles (CRD #4206181) & Gary Max Goeppinger (CRD #5775069); Champions First Credit Union — Private Wealth Management & Consulting (Crawfordville Branch)
Issuer: FINRA / U.S. Securities and Exchange Commission (SEC) / NCUA
Notes: Edward Allan Knowles, AIF®, BFA™ (Individual CRD #4206181; Series 7, 24, 63, 66; active since 2000 with 0 disclosures; Private Wealth Management & Consulting, LLC, Sunbiz Doc #L12000104617) registered with LPL Financial LLC (Firm CRD #6413 / SEC #801-10970) serving Champions First Credit Union (NCUA #67874, Sunbiz Doc #Q24000000045, 11 Osceola Ct, Crawfordville, FL 32327). Cross-referenced with Gulf Winds Credit Union & Gulf Winds Wealth Management (11 Preston Cir, Crawfordville, FL 32327, NCUA #68694; Gary Max Goeppinger, Ind. CRD #5775069, 0 disclosures, registered with Raymond James Financial Services Advisors, Inc., Firm CRD #149018 / SEC #801-69815).
Factual details and direct answers about Champions First Credit Union (formerly FSU Credit Union) & Private Wealth Management & Consulting — Edward 'Eddie' A. Knowles, AIF®, BFA™ (Cross-Ref: Gulf Winds Wealth Management)'s services, licensing, and credentials.
How can Wakulla County retirees meet with an Accredited Investment Fiduciary (AIF®) through Champions First Credit Union in Crawfordville?
Members and Wakulla County residents can schedule an appointment at the Champions First Credit Union (formerly FSU Credit Union) Crawfordville branch at 11 Osceola Court, Crawfordville, FL 32327 ((850) 224-4960 or Wealth Management direct at (850) 692-2500) with Edward 'Eddie' A. Knowles, AIF®, BFA™ (CRD #4206181), who is dually registered through LPL Financial LLC (CRD #6413 / SEC #801-10970) and holds zero regulatory disclosures.
Does Gulf Winds Credit Union in Crawfordville also offer FINRA/SEC-regulated wealth management for seniors?
Yes. Gulf Winds Credit Union's Crawfordville branch at 11 Preston Circle, Crawfordville, FL 32327 ((800) 650-6328; NCUA Charter #68694) provides retirement and investment planning through Gulf Winds Wealth Management and Raymond James Financial Services Advisors, Inc. (CRD #149018 / SEC #801-69815), featuring Senior Wealth Advisor Gary M. Goeppinger (CRD #5775069, 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.