Price Investments

Price Investments Your financial well being and confidence are the top priorities at Price Investments. We are a comprehensive financial services firm with a focus on retirement.

We also have experience addressing the special financial needs of women who are age 50 or older and who are single, divorced or widowed. Our customized strategies are designed according to your specific long term financial goals and considering your risk tolerance. We offer a high level of ongoing personalized service to all of our clients. Our clients include individuals, multi-generational famil

ies, trusts and small businesses. We encourage you to explore our website and to learn more about the services we provide. If you have any questions or if you would like more information about how Price Investments can serve you, please email us or call our office at (904) 296-3497. Third party posts found on this profile do not reflect the views of LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.priceinvestments.com. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. www.finra.org www.sipc.org

The question everyone has: Will Social Security be around for you? Read this.
11/18/2021

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
11/11/2021

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in O...
11/05/2021

A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October.

Monthly Market Insights | November 2021 U.S. Markets A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October. The Dow Jones Industrial Average advanced 5.84 percent while the Standard & Poor’s 500 Index rose 6.91 percent. The N...

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
11/04/2021

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Assets minus liabilities = net worth. When was the last time you calculated yours?
10/28/2021

Assets minus liabilities = net worth. When was the last time you calculated yours?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
02/18/2021

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Your financial future is calling. Develop a strategy for your investments today.
02/11/2021

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of compani...
02/05/2021

As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.

Monthly Market Insights | February 2021 U.S. Markets Stocks were mixed in January, giving up much of the month’s gains in the final days of trading, as unprecedented activity in a handful of companies roiled markets. The Dow Jones Industrial Average dropped 2.04 percent and the Standard & Poor’s...

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
02/04/2021

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

These 6 things might make your next return a prime target for an IRS audit.
01/28/2021

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
01/21/2021

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

You face sequence of returns risk. Know what it is?
01/14/2021

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Address

3840 Belfort Road, Ste 106
Jacksonville, FL
32216

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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