Allen Mooney & Barnes Invest

Allen Mooney & Barnes Invest Financial planner in Tallahassee
318 N Calhoun St, Tallahassee, FL 32301

Allen Mooney & Barnes Invest is a reputable financial planning firm located at 318 N Calhoun St, Tallahassee, FL 32301. The firm operates Monday through Friday from 9 AM to 4:30 PM, providing expert financial advice and investment planning services. With a strong focus on personalized financial strategies, Allen Mooney & Barnes Invest aims to help clients make informed decisions to secure their financial futures. The company is well-regarded in the community, reflected in its positive average rating from client reviews.

Services Offered:

• Comprehensive Financial Planning
• Retirement Planning
• Investment Management
• Tax Planning
• Estate Planning

Cost Ranges:

The cost of financial planning services can vary based on the complexity of individual needs. Clients can expect initial consultation fees to range from $100 to $300, while ongoing management fees are typically a percentage of assets under management, ranging from 0.5% to 2% annually.

Local Tips:

• Schedule an appointment in advance to ensure dedicated time with a financial planner.
• Consider parking options nearby, as street parking may be limited during peak hours in downtown Tallahassee.
• Explore nearby cafes and restaurants for a post-consultation coffee or lunch.

FAQs:

• Do I need to prepare anything before my first meeting? It's helpful to bring any relevant financial documents, such as tax returns, bank statements, and investment portfolios, to your initial consultation.
• How often should I meet with my financial planner? Regular reviews are recommended, often quarterly or annually, to ensure your financial plan remains aligned with your goals.
• Is there a minimum investment requirement? The firm may have minimum asset requirements, which can be discussed during your initial meeting.

Contact Information:

For more information or to schedule an appointment, contact Allen Mooney & Barnes Invest at their office during business hours.

Monday: 9AM-4:30PM | Tuesday: 9AM-4:30PM | Wednesday: 9AM-4:30PM | Thursday: 9AM-4:30PM | Friday: 9AM-4:30PM | Saturday: Closed | Sunday: Closed
America/New_York time zone
average rating from reviews for Allen Mooney & Barnes Invest: