Located on the main commercial corridor at 1490 US Highway 17 N, Wauchula, FL 33873 (Branch Local/Toll-Free: (863) 688-3733 / (866) 913-3733; Freedom Financial Group Wealth Desk: (863) 688-6400), MIDFLORIDA Credit Union (NCUA Charter #68600, NMLS #421860, Florida state-chartered credit union Sunbiz Doc# N95000003766) provides Wauchula, Bowling Green, and Zolfo Springs retirees with federally insured NCUA share certificates (CDs), IRAs, trust and estate share accounts, safe deposit boxes, and fiduciary retirement advisory services through its wholly owned wealth management division, Freedom Financial Group (Freedom Financial Group, LLC, Florida Sunbiz Doc# L15000195087), with securities and investment advisory services offered through Osaic Wealth, Inc. (FINRA/SEC-Registered Broker-Dealer & Investment Adviser, CRD #23131 / SEC File #801-33856). Regional Osaic Wealth / Freedom Financial Group fiduciary advisors serving the Wauchula branch include Susan Marie Alexander (FINRA/IARD CRD #4991636, active Series 7, 63, and 65 licenses), Jordan A. LaMarca (CRD #6841374), and Brandon Singer (CRD #5587899), assisting Hardee County seniors with FRS DROP and 401(k) rollovers, tax-efficient retirement income distribution, fixed and indexed annuities, and survivor account transitions.
Official Verification Sources: MIDFLORIDA Credit Union — Official Wauchula Branch Page (1490 US Hwy 17 N); FINRA BrokerCheck — Osaic Wealth, Inc. (CRD #23131) & Susan M. Alexander (CRD #4991636); Freedom Financial Group at MIDFLORIDA Credit Union — Wealth Management Portal
Issuer: National Credit Union Administration (NCUA), SEC & FINRA
Notes: MIDFLORIDA Credit Union (NCUA Charter #68600, NMLS #421860, Sunbiz #N95000003766) operates its Wauchula branch at 1490 US Highway 17 N, Wauchula, FL 33873 ((863) 688-3733). Wealth management is provided through Freedom Financial Group, LLC (Sunbiz #L15000195087, (863) 688-6400) and Osaic Wealth, Inc. (CRD #23131 / SEC #801-33856; advisors Susan M. Alexander CRD #4991636, Jordan A. LaMarca CRD #6841374, Brandon Singer CRD #5587899).
Factual details and direct answers about MIDFLORIDA Credit Union — Wauchula Branch & Freedom Financial Group (Osaic Wealth Retirement & Investment Services)'s services, licensing, and credentials.
Does the MIDFLORIDA Credit Union branch on US-17 North in Wauchula offer fiduciary retirement planning?
Yes. Through MIDFLORIDA Credit Union's wealth management division, Freedom Financial Group ((863) 688-6400), Wauchula branch members at 1490 US Highway 17 N can meet by appointment with SEC/FINRA-licensed Osaic Wealth (CRD #23131) financial advisors—including Susan M. Alexander (CRD #4991636), Jordan A. LaMarca (CRD #6841374), and Brandon Singer (CRD #5587899)—for FRS DROP rollovers, IRA management, and retirement income planning.
Can Hardee County seniors open revocable living trust accounts or NCUA-insured retirement CDs at MIDFLORIDA Wauchula?
Yes. The Wauchula branch at 1490 US Highway 17 N ((863) 688-3733) opens NCUA-insured Traditional and Roth IRA share certificates, high-yield money market accounts, and revocable living trust or payable-on-death (POD) accounts for Hardee County retirees.
Connect with complementary legal, financial, and residential providers serving seniors in Wauchula and Hardee County.
Kenneth B. Evers, P.A. (Kenneth Bruce Evers, Esq. — Courthouse Corridor Estate Planning, Probate & Real Property)
Wauchula, Hardee County
(863) 773-5600
Hardee County SHIP Housing Program & Hardee County Housing Authority (DBA The Palms Apartments)
Wauchula, Hardee County
(863) 773-6349
Vivo Healthcare Wauchula (Hardee Manor Healthcare Center — Skilled Nursing, Rehab & The Lighthouse Memory Care)
Wauchula, Hardee County
(863) 773-3231
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Crews Bank & Trust — Corporate Charter Headquarters & Fiduciary Trust & Wealth Management Division (Formerly Wauchula State Bank)
Wauchula, Hardee County
Reichel Financial — Matthew J. 'Matt' Reichel, CPA (LPL Financial LLC — Wauchula Office)
Wauchula, Hardee County
First National Bank of Wauchula — Corporate Charter Headquarters (Senior Depository, IRA & CD Retirement Services)
Wauchula, Hardee County
Hackney, Ames & Reichel, P.A., CPAs & Lori A. Stuart, CPA, P.A. — Wauchula Certified Public Accountants, Fiduciary Estate Tax & CFP® Advisory
Wauchula, Hardee 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.