Operating out of the downtown MIDFLORIDA Credit Union Arcadia Branch at 128 S Brevard Avenue in historic downtown Arcadia, Freedom Financial Group (Freedom Financial Group, LLC, Sunbiz Doc# L15000195087) provides FINRA/SEC-registered fiduciary wealth management and retirement income planning for DeSoto County credit union members and retirees. Led by registered Investment Adviser Representatives Michelle Alexander (Individual CRD #4991636, 20+ years experience, Series 7, 63 & 65, 0 disclosures) and Jordan Anthony LaMarca (Individual CRD #6841374, Series 7 & 66, 0 disclosures) through Osaic Wealth, Inc. (Firm CRD #23131 / SEC #801-33856), the team assists Arcadia, Nocatee, and Fort Ogden seniors with FRS DROP and 401(k)/403(b) rollovers, tax-advantaged retirement income streams, fixed and indexed annuities, and legacy beneficiary structuring alongside MIDFLORIDA Credit Union's NCUA-insured (#68600) depository services.
Official Verification Sources: FINRA BrokerCheck — Michelle Alexander (CRD #4991636); FINRA BrokerCheck — Jordan Anthony LaMarca (CRD #6841374); Freedom Financial Group at MIDFLORIDA Credit Union — Official Portal
Issuer: FINRA BrokerCheck / U.S. Securities and Exchange Commission (SEC)
Notes: Verified active FINRA/SEC registrations for Michelle Alexander (CRD #4991636) and Jordan Anthony LaMarca (CRD #6841374) with Osaic Wealth, Inc. (CRD #23131), both with 0 regulatory or customer disclosures.
Issuer: National Credit Union Administration (NCUA) / FL Dept. of State
Notes: Verified Arcadia branch at 128 S Brevard Ave, Arcadia, FL 34266 ((863) 494-8171; Freedom Financial Group direct line (863) 688-6400).
Factual details and direct answers about Freedom Financial Group at MIDFLORIDA Credit Union (Arcadia Branch) — Michelle Alexander & Jordan A. LaMarca (Osaic Wealth)'s services, licensing, and credentials.
Can DeSoto County seniors meet with a registered financial advisor at the MIDFLORIDA Credit Union branch in downtown Arcadia?
Yes. Through MIDFLORIDA Credit Union's wealth management division, Freedom Financial Group, registered Investment Adviser Representatives Michelle Alexander (CRD #4991636) and Jordan A. LaMarca (CRD #6841374) of Osaic Wealth, Inc. (CRD #23131) provide retirement income and rollover consultations for DeSoto County seniors at the 128 S Brevard Ave branch in Arcadia ((863) 494-8171).
Do Michelle Alexander and Jordan A. LaMarca have clean FINRA regulatory records?
Yes. Both Michelle Alexander (CRD #4991636) and Jordan Anthony LaMarca (CRD #6841374) are active FINRA/SEC-registered Investment Adviser Representatives with Osaic Wealth, Inc. and maintain zero customer complaints or regulatory disclosures on FINRA BrokerCheck.
Connect with complementary legal, financial, and residential providers serving seniors in Arcadia and DeSoto County.
J. Cole Brewer, P.A. / Berg, Brewer, Kessler & Mowry, PLLC — Arcadia Office
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(863) 494-4323
Arcadia Housing Authority (HUD PHA FL047) & DeSoto County Social Services / SHIP Housing Program
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(863) 494-4343
Arcadia Oaks Assisted Living (Care Haven Senior Living)
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(863) 993-9760
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Crews Bank & Trust — Wealth Management & Fiduciary Trust Services (Arcadia Main / North & East Branches)
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Hackney, Ames & Reichel, P.A., CPAs — Andrew T. 'Andy' Ames, CPA, CFP®, William A. Hackney, Jr., CPA & Matthew J. Reichel, CPA (Arcadia Office)
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Suncoast Investment Services — Jamison Dale Edlin (Suncoast Credit Union — Arcadia Branch / LPL Financial)
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DeSoto County Farm Bureau Financial & Retirement Services — Paul Christopher Jorgensen (Arcadia Agency)
Arcadia, DeSoto 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.