You will discover that our staff truly cares about making your dreams a reality. As experienced, knowledgeable financial professionals, we will help keep you focused on where you want to go and advise you on how to get there.
We believe that education and understanding of your current financial situation is vital for making good decisions. We want you to be successful. If you have any questions about your current financial situation or wish to schedule an appointment, please send us an email or give us a call at (904) 296-3497.
MISSION STATEMENT for Steven M. Price
To listen intently and respectfully to my clients so that I can understand fully their unique set of values, concerns and goals.
To provide investment advice and recommendations that are appropriate to help address my clients’ needs.
To provide a sense of stability to all clients.
To be respected by my clients and peers through ongoing service and education.
To enjoy my business by developing friendships and genuinely helping others.
To provide a happy, healthy lifestyle for my family and myself.