Located in Palatka's medical and professional corridor at 836 South Moody Road, Suite 1, Palatka, FL 32177 (just north of HCA Florida Putnam Hospital), Susan Gail Helwig, ChFC®, CLU® (Individual CRD #5926434; registered Investment Adviser Representative with State Farm Investment Management Corp., Firm CRD #3487, SEC File #801-8184, and State Farm VP Management Corp., Firm CRD #43036; Florida Sunbiz Document #P03000142514) has served Putnam County families and retirees since 2003. Holding both the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations from The American College of Financial Services, Susan Helwig assists older adults with mutual fund and IRA rollovers, guaranteed lifetime retirement income annuities, Medicare Supplement (Medigap) coordination, and multi-generational life insurance and legacy protection.
Official Verification Sources: FINRA BrokerCheck — Susan Gail Helwig, ChFC®, CLU® (CRD# 5926434); Susan G. Helwig, ChFC®, CLU® — Official Palatka Agency Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA
Notes: State Farm Investment Management Corp. (CRD #3487, SEC #801-8184) and State Farm VP Management Corp. (CRD #43036) supervise investment and annuity advisory services at 836 S Moody Rd, Ste 1, Palatka, FL 32177.
Issuer: FINRA BrokerCheck / SEC IAPD
Notes: Susan Gail Helwig, ChFC®, CLU® (Individual CRD #5926434; Susan G. Helwig Insurance Agency, Inc., Sunbiz Doc #P03000142514) has operated in Palatka since 2003 with zero regulatory disclosures.
Factual details and direct answers about Susan G. Helwig, ChFC®, CLU® — State Farm Investment Management Corp.'s services, licensing, and credentials.
What professional financial designations does Susan G. Helwig hold in Palatka?
Susan Gail Helwig (CRD #5926434) holds both the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations and is an active Investment Adviser Representative with State Farm Investment Management Corp. (CRD #3487) at 836 S Moody Rd, Ste 1, Palatka, FL 32177.
Does Susan Helwig's office assist Palatka retirees with IRA rollovers and guaranteed lifetime income annuities?
Yes. Her office provides ChFC®-guided IRA rollovers, mutual fund portfolios, guaranteed lifetime income annuities, and Medicare Supplement insurance coordination for retirees across Palatka and Putnam County.
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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.