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Home > Financial Planner Directory > Florida > Tampa > James A. Petersen, MSFS,CFP®,CLF®,ChFC®
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James A. Petersen, MSFS,CFP®,CLF®,ChFC®

First Command Financial Services

320 West Kennedy Blvd
Ste 500
Tampa, FL 33606
Phone: (813) 254-0100 x123
Fax: (813) 251-9159

Toll-free: (800) 443-2104

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Banking
  • Annuities
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Government & Military
  • Mutual Funds
  • Identity Theft
  • Insurance
  • Retirement
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

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