Tel: (800) 766-4328x8804 Fax: (904) 332-9326 Client login Home Our Team Contact Us Products and solutions Resources Proactive Planning for a solid future Previous Next ABOUT US SERVICES RESOURCES CLIENT LOGIN Why choose (invest with) First Florida Investment Services? Our Services Retirement Income Planning State of Florida DROP Program Estate Conservation Tax-efficient Investing Brokerage Services 401k Rollovers Our Products IRAs, SEPs, Simple IRAs, 401ks Mutual Funds Stocks & Bonds Life, Long-Term and Disability Insurance Tax-Deferred Annuities Verbiage We are here to serve you. First Florida Investment Services, located at First Florida Credit Union, seeks to empower our members’ financial success through comprehensive, holistic financial planning at all stages of life.Our advisors take great care to understand each member’s unique circumstances in order to provide appropriate guidance.We take great pride in the deep, thriving, ongoing relationships with our members in an arrangement of trust which ensures that our members’ needs are paramount. Our Process - What We Do & How We Help Whether our members are nearing retirement, changing jobs, experiencing the loss of a loved one, protecting an estate or simply beginning to consider a financial future, we work collaboratively in the following process: Goal Determination In a confidential setting, we listen and understand our members’ desires and resources. Plan Development To provide recommendations, we utilize subject matter expertise, advanced technology and non-proprietary investment and insurance choices made available through our relationship with LPL Financial. Implementation and Monitoring At our members’ discretion, the plan is enacted. We provide technology access necessary for assessment of success and a commitment toward 24 hour responsiveness. Further, we ask for a commitment of regular face-to-face reviews according to our members’ desired timeframe. Contact an Advisor 4230 Southpoint Parkway Jacksonville, FL 32216 US Sign Up to Newsletter Tel: (800) 766-4328x8804 Fax: (904) 332-9326 cbarnett@firstfloridais.org Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Florida Credit Union and First Florida Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Florida Investment Services, and may also be employees of First Florida Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Florida Credit Union and First Florida Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, FL, GA, HI, MO, NC, NV, NY, TX, SC, VA, WA, WV © 2021 First Florida Investment Services. All rights reserved. × Check the background of this investment professional on FINRA's BrokerCheck »