Retirement planning and fiduciary wealth management center at MIDFLORIDA Credit Union's South Okeechobee branch (`3261 US Highway 441 S, Okeechobee, FL 34974`, `(863) 688-3733` / `(866) 913-3733`; `NCUA Charter #68702`), delivered in partnership with **Freedom Financial Group, LLC** (`Sunbiz Doc# L14000110523`) and SEC-registered investment adviser **Osaic Wealth, Inc.** (`Firm CRD #23131` / `SEC File #801-80024`). Served by Heartland Regional Investment Adviser Representative Susan Michelle Alexander (`FINRA CRD #4991636`, `0 disclosures`) and Freedom Financial Group President Brandon Singer (`FINRA CRD #5587899`, `0 disclosures`), assisting Okeechobee and Taylor Creek retirees with FRS DROP and 401(k)/IRA rollovers, fixed-income ladders, and Social Security income timing.
Official Verification Sources: FINRA BrokerCheck — Susan Michelle Alexander (CRD #4991636); SEC IAPD — Osaic Wealth, Inc. (CRD #23131 / SEC #801-80024)
Issuer: FINRA, U.S. SEC & National Credit Union Administration (NCUA)
Notes: Heartland Regional Advisor Susan Michelle Alexander (FINRA CRD #4991636, 0 disclosures) and Brandon Singer (CRD #5587899, 0 disclosures) provide advisory services through Freedom Financial Group, LLC (Sunbiz #L14000110523) and Osaic Wealth, Inc. (CRD #23131 / SEC #801-80024) at MIDFLORIDA Credit Union, 3261 US Hwy 441 S, Okeechobee, FL 34974.
Factual details and direct answers about MIDFLORIDA Credit Union Wealth Management (Freedom Financial Group / Osaic Wealth) — Okeechobee Branch's services, licensing, and credentials.
Who supervises the wealth management program at MIDFLORIDA Credit Union in Okeechobee?
Securities and fiduciary investment advisory services at MIDFLORIDA Credit Union (3261 US Hwy 441 S, Okeechobee) are offered through Freedom Financial Group, LLC (Sunbiz #L14000110523) and Osaic Wealth, Inc. (Firm CRD #23131 / SEC File #801-80024), with Heartland Regional Advisor Susan M. Alexander (CRD #4991636) holding 0 regulatory disclosures.
Can non-members or snowbird retirees in Taylor Creek open retirement accounts at MIDFLORIDA?
Yes. Anyone living, working, or worshiping in Okeechobee County is eligible for MIDFLORIDA Credit Union membership (NCUA Charter #68702) and can schedule a complimentary retirement portfolio or FRS rollover consultation.
Connect with complementary legal, financial, and residential providers serving seniors in Okeechobee and Okeechobee County.
Conely & Conely, P.A. (Thomas W. Conely III, Esq. & Deborah M. Hooker, Esq.)
Okeechobee, Okeechobee County
(863) 763-3825
Okeechobee County SHIP & Affordable Housing Program (Board of County Commissioners)
Okeechobee, Okeechobee County
(863) 763-9312
Grand Oaks of Okeechobee (VNA of Florida Assisted Living Community)
Okeechobee, Okeechobee County
(863) 763-1966
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Edward Jones — Sharon A. Covey & Bryan Finnegan, Financial Advisors (Okeechobee Branch)
Okeechobee, Okeechobee County
Stark Financial Advisers, Inc. — Gary L. Stark, President & CEO
Okeechobee, Okeechobee County
Costopoulos & Associates, LLC / Cetera Investment Advisers — Michael L. Costopoulos, CPA
Okeechobee, Okeechobee County
Seacoast Wealth Management / Seacoast National Bank — Okeechobee Branch
Okeechobee, Okeechobee 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.