Fox Financial Advisors is an independent retirement planning, investment management, and estate/tax coordination practice located along U.S. Highway 17 at 2233 Park Avenue, Building 100, Suite 204 in the Town of Orange Park, Clay County, Florida (32073). Led by President and Founder Erin V. Fox (CRD #4948514, providing fiduciary financial planning and investment advisory services through SEC-registered Cambridge Investment Research Advisors, Inc., CRD #134139, SEC File #801-63930), the firm assists Clay County seniors, widowed spouses, retired educators and municipal employees, and NAS Jacksonville military families with sustainable retirement income distributions, FRS DROP and 401(k)/TSP rollovers, long-term care insurance evaluation, and intergenerational wealth transfer.
Official Verification Sources: SEC IAPD Individual Profile — Erin V. Fox (CRD #4948514); SEC Investment Adviser Public Disclosure — Cambridge Investment Research Advisors, Inc. (CRD #134139); Fox Financial Advisors Official Website
Issuer: SEC / FINRA
Notes: Led by President & Founder Erin V. Fox (CRD #4948514, in financial services since 2005) at 2233 Park Avenue, Building 100, Suite 204, Orange Park, FL 32073.
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-63930; fiduciary advisory and financial planning services offered through Cambridge Investment Research Advisors, Inc.
Factual details and direct answers about Fox Financial Advisors (Cambridge Investment Research Advisors)'s services, licensing, and credentials.
What is the regulatory registration of Fox Financial Advisors in Orange Park?
President and Founder Erin V. Fox (CRD #4948514) provides fiduciary investment advisory and financial planning services through SEC-registered Cambridge Investment Research Advisors, Inc. (CRD #134139, SEC File #801-63930) from her office in historic Orange Park.
How does Fox Financial Advisors help Clay County seniors and surviving spouses?
Fox Financial Advisors specializes in guiding Clay County retirees and surviving spouses through pension and Social Security survivor benefit transitions, FRS DROP and military TSP rollovers, RMD automation, and budgeting for assisted living or in-home care at communities such as Allegro Fleming Island or Brookdale Orange Park.
Where is Fox Financial Advisors located in Orange Park?
The practice is located on U.S. Highway 17 in the Town of Orange Park at 2233 Park Avenue, Building 100, Suite 204, Orange Park, Florida 32073, just north of Kingsley Avenue and Doctors Lake.
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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.