VALIC Financial Advisors Office

VALIC Financial Advisors Office Financial consultant in Tallahassee
825 Thomasville Rd, Tallahassee, FL 32303

VALIC Financial Advisors Office, located at 825 Thomasville Rd, Tallahassee, FL 32303, provides expert financial consulting services tailored to meet the diverse needs of its clients. Situated in the heart of Tallahassee, this office offers personalized financial advice and planning, ensuring clients can achieve their financial goals with confidence. With a strong reputation for professionalism and an average high rating from satisfied clients, VALIC Financial Advisors is a trusted partner for individuals seeking financial guidance in the Tallahassee area.

Services Offered

• Retirement Planning
• Investment Management
• Wealth Management
• Estate Planning
• Insurance Solutions

Cost Range

The cost of services at VALIC Financial Advisors may vary depending on the complexity and scope of the financial plan. Typically, fees are structured as a percentage of assets under management or a flat fee for specific consultation services. It's recommended to schedule a consultation to discuss your specific needs and receive a personalized quote.

Local Tips

• Schedule an appointment in advance as the office can be busy during peak times.
• Take advantage of their free initial consultation to understand how they can assist you with your financial needs.
• Parking is available on-site, making it convenient for clients to visit.

FAQs

What should I bring to my first consultation?

Bring any relevant financial documents, such as recent tax returns, investment statements, and a list of financial goals you wish to discuss.

How often will we meet?

Meeting frequency can be customized based on your needs, but typically clients meet with their advisor quarterly to review their financial plan and make any necessary adjustments.

Does VALIC Financial Advisors offer services for businesses?

Yes, they provide a range of services for businesses, including 401(k) plan management and employee benefits consulting.

America/New_York time zone
average rating from reviews for VALIC Financial Advisors Office: