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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased resources to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Steven Price, ChFC CLU

Investment Consultant

(904) 296-3497

(904) 733-6644

smp@priceinvestments.com

Steve is president of Price Investments, an independent financial services firm based in Jacksonville, Florida. Steve offers comprehensive financial planning and focuses on clients who have retirement income planning needs.

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Janis Price

Office Manager

(904) 296-3497

(904) 733-6644

janis@priceinvestments.com

Janis’s organizational skills and her attention to details make her an expert at keeping all aspects of the office running smoothly and efficiently.

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