Serving eastern and central Franklin County retirees in Carrabelle (32322), Lanark Village (32322), Alligator Point (32346), Eastpoint (32328), and St. George Island (32328) who travel north along the US Highway 98 / US Highway 319 corridor into Crawfordville (30 miles northeast of Carrabelle) and the 2nd Judicial Circuit seat of Tallahassee (50 miles northeast): (1) Closest Extended-Care (CASL® / CLTC®) & Retirement Income (RICP®) Practice in Crawfordville — English Financial Group, LLC (Florida Sunbiz Doc# L16000161479, 71 Songbird Avenue, Suite B, Crawfordville, FL 32327, (850) 926-7487), led by President Brian Campbell English, ChFC®, CASL®, CLTC®, RICP® (Individual CRD #4779466, 22+ years experience, 0 disclosures) and Jordan Lee, ChFC® via SEC-registered Osaic Wealth, Inc. (Firm CRD #23131 / SEC File #801-33856), alongside Crawfordville Edward Jones (Firm CRD #250 / SEC #801-7288) advisor Barbara Hutcherson Thornton (Individual CRD #7014265, 0 disclosures) and Capital City Investments' Crawfordville advisor Lisa Rene McPherson, CRPC®, AAMS® (Individual CRD #2690347, 0 disclosures, 2592 Crawfordville Hwy, (850) 888-6054); (2) Strictly Fee-Only SEC-Registered Investment Advisers (RIAs) in Tallahassee — Smith Bruer Advisors, LLC (Firm CRD #284508 / SEC File #801-116727, 1700 Summit Lake Dr, Ste 102, Tallahassee, FL 32317, (850) 877-0803), co-led by René L. Bruer, CFP®, MBA (Individual CRD #5354585, 0 disclosures) and George M. Smith, CIMA® (Individual CRD #2016997, 0 disclosures); Seven Hills Financial, LLC (Firm CRD #143190 / SEC File #801-129414, Tallahassee — Hanna Price Molta, CFP®, CRD #6945636 & Jeffrey A. Johnson, ChFC®, CLU®, CRD #2813334, 0 disclosures); and Mariner Wealth Advisors — Tallahassee (Firm CRD #140195 / SEC File #801-66534 — J.R. Saginario, CFP®, AEP®, CRD #3173658 & Renee N. Langlais, CFP®, CRPC®, CRD #5713750, 0 disclosures); and (3) Tallahassee Institutional Wirehouse CFP® Desks — Morgan Stanley Wealth Management (Firm CRD #149777 / SEC #801-70103, 3520 Thomasville Rd, Ste 100, Tallahassee, (850) 671-8500 — Charles L. 'Kohlman' Minter Jr., CFP®, CRD #2155895, 0 disclosures), Raymond James & Associates (Firm CRD #705 / SEC #801-10418, 2065 Thomasville Rd, Ste 201, (850) 386-5588 — Lyle J. Floyd, CFP®), and Merrill Lynch (Firm CRD #7691 / SEC #801-14235, 3430 Thomasville Rd, (850) 599-8900) (acceptsMedicaid: false).
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Brian Campbell English, ChFC®, CASL®, CLTC®, RICP® (CRD #4779466 — English Financial Group); SEC IAPD — Smith Bruer Advisors, LLC (CRD #284508 / SEC #801-116727 — René L. Bruer, CFP® CRD #5354585); FINRA BrokerCheck — Charles L. 'Kohlman' Minter Jr., CFP® (CRD #2155895 — Morgan Stanley) & J.R. Saginario, CFP® (CRD #3173658 — Mariner Wealth)
Issuer: U.S. Securities and Exchange Commission (SEC), FINRA & The American College of Financial Services
Notes: Verified 2026-10-26 via SEC IAPD & FINRA BrokerCheck: English Financial Group, LLC (Sunbiz #L16000161479, 71 Songbird Ave, Ste B, Crawfordville, FL 32327, (850) 926-7487, Brian C. English CRD #4779466, 0 disclosures), Capital City Investments (2592 Crawfordville Hwy, (850) 888-6054, Lisa R. McPherson CRD #2690347, 0 disclosures), and Edward Jones advisor Barbara H. Thornton (CRD #7014265, 0 disclosures) serve Carrabelle, Lanark Village, and Alligator Point seniors 20–30 miles north along US-98/US-319.
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board
Notes: Verified 2026-10-26: Provides fee-only SEC RIA and national wirehouse CFP® access for Franklin County retirees via Smith Bruer Advisors (#284508, (850) 877-0803), Seven Hills Financial (#143190), Mariner Wealth Advisors (#140195), Morgan Stanley (#149777, (850) 671-8500), Raymond James (#705, (850) 386-5588), and Merrill Lynch (#7691, (850) 599-8900).
Factual details and direct answers about US-98 / US-319 North Crawfordville & Tallahassee CFP® & SEC Fee-Only RIA Fiduciary Hub — English Financial Group (ChFC®, CASL®, CLTC®), Smith Bruer Advisors (Fee-Only RIA), Seven Hills Financial, Mariner Wealth, Morgan Stanley, Merrill Lynch & Raymond James's services, licensing, and credentials.
Where is the closest advisor holding senior living (CASL®) and long-term care (CLTC®) credentials for Carrabelle and Alligator Point retirees?
Just 20 to 30 miles north of Alligator Point (32346) and Carrabelle (32322) on US Highway 98 / US Highway 319 at 71 Songbird Avenue, Suite B, Crawfordville, FL 32327 ((850) 926-7487), Brian Campbell English (FINRA/SEC CRD #4779466, 0 disclosures) at English Financial Group, LLC holds four specialized retirement and elder care credentials: Chartered Advisor for Senior Living® (CASL®), Certification for Long-Term Care (CLTC®), Retirement Income Certified Professional® (RICP®), and Chartered Financial Consultant® (ChFC®).
Which strictly fee-only SEC-registered fiduciary advisors in Tallahassee serve retired state officials and university faculty living on St. George Island, Alligator Point, or in Apalachicola?
Retirees on St. George Island, Alligator Point, Carrabelle, and Apalachicola who prefer a strictly fee-only SEC-registered Investment Adviser (accepting zero commissions) work with Smith Bruer Advisors, LLC (Firm CRD #284508 / SEC #801-116727, 1700 Summit Lake Dr, Ste 102, Tallahassee, (850) 877-0803, led by René L. Bruer, CFP®, MBA, CRD #5354585 and George M. Smith, CIMA®, CRD #2016997), Seven Hills Financial, LLC (Firm CRD #143190, Hanna P. Molta, CFP®, CRD #6945636), and Mariner Wealth Advisors (Firm CRD #140195, J.R. Saginario, CFP®, AEP®, CRD #3173658).
Connect with complementary legal, financial, and residential providers serving seniors in Carrabelle and Franklin County.
US-98 / US-319 Northeast Wakulla (Crawfordville) & Leon County Probate, Trust & Coastal Homestead Succession Corridor — Ausley McMullen (Frances 'Francie' C. Lowe, Esq., LL.M., Sarah S. Butters, Esq. & Robert A. Pierce, Esq.), Liberty Coastal Law PLLC, Corkill Law Firm & Thompson, Crawford & Smiley, P.A.
Carrabelle, Franklin County
(850) 926-8245
Lanark Village Historic Gulf Coast Retirement Community & Carrabelle / Alligator Point 55+ Coastal RV Resort Corridor
Carrabelle, Franklin County
(850) 697-3926
St. James Health and Rehabilitation Center (Now Operating as Arabella Health & Wellness of Carrabelle — AHCA #SNF130471042 / 90 Beds) — Franklin County's Sole Licensed Long-Term Care Facility
Carrabelle, Franklin County
(850) 697-2020
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Florida Medicaid Long-Term Care Guide →
How Certification for Long-Term Care (CLTC®) and CASL® planning protect coastal retirement estates in Franklin County.
Senior Citizen Benefits in Florida →
Evaluating fee-only fiduciary RIAs, FRS DROP lump-sum rollovers, and University ORP distributions in DOEA PSA 2.
SHINE (Serving Health Insurance Needs of Elders) — Advantage Aging Solutions (DOEA PSA 2), Franklin County Senior Citizens Council (Carrabelle), Elder Care Community Council (Apalachicola) & Franklin County Public Library (Eastpoint & Carrabelle Branches)
Carrabelle, Franklin County
Centennial Bank — Apalachicola, Eastpoint, St. George Island & Carrabelle In-County Branches, Centennial Financial Services (Crowley Wealth / Ameriprise) & PeoplesSouth Bank (Apalachicola)
Apalachicola, Franklin County
Friedman Wealth Management, LLC — Mark W. Friedman, CPA, PFS, AWMA® (Eastpoint In-County Office — Osaic Wealth) & US-98 West Port St. Joe / Panama City CFP® Fiduciary Network (Farnsley Wealth, Woodrick Financial, CompassPoint / Raymond James & Trustmark)
Eastpoint, Franklin County
OCC & Florida Chartered Corporate Trust & Coastal/Timber Estate Fiduciary Network — Capital City Trust Company & Capital City Bank (Port St. Joe & Crawfordville Branches), Centennial Bank Trust, Synovus Trust Company, N.A., Regions Bank Trust & Hancock Whitney Trust
Apalachicola, Franklin 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.