Jason Carey, Financial Advisor located in Cocoa Beach, FL

Financial Advisor
Jason A Carey

MA, ChFC®
503 N Orlando Avenue, Suite 104, Cocoa Beach, FL 32931opens in a new window
Accepting New Clients
Serving clients with $500,000
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Inheritance Guidance
  • Intergenerational Planning
  • Charitable Giving

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Golfing
  • Cycling
  • Fishing
  • Sports Enthusiast
  • Car Restoration

Team Members

  • Linda Hartkopf
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(321) 783-9626

Fax

(877) 728-7218

Office Address

503 N Orlando Avenue
Suite 104
Cocoa Beach, FL 32931opens in a new window

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