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Home > Financial Planner Directory > Florida > Tallahassee > Claudia L. Sachs, CFP®, CTP, CFSA
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Claudia L. Sachs, CFP®, CTP, CFSA

First Florida Investment Services

2521 S Blair Stone Rd
Tallahassee, FL 32301
Phone: (850) 414-7290
Fax: (850) 488-9754

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.