Our Services

Namey Financial Group is a financial services firm headquartered in Jacksonville, Florida.  Our firm develops comprehensive retirement, estate and tax reduction strategies for our clients. 

We offer a full complement of financial planning and group insurance services:

 

Equity and Fixed Income

  • Mutual Funds
  • Money Markets
  • Oil and Gas
  • REITS
  • Brokerage CD's

 

Corporate Services

  • 401(k)
  • 403(b)
  • Simple IRAs
  • Profit Sharing
  • Deferred Comp
  • Buy/Sell Agreements
  • Key Man Insurance
  • Group Medical Insurance
  • Group Disability, Life and Long Term Care Insurance

 

Investment and Advisory Services for the Individual

  • Third party money management
  • Managed Accounts
  • Financial Planning
  • College Planning
  • Estate Planning

 

Insurance 

  • Annuities
  • Life Insurance
  • Group Health Coverage
  • Disability Insurance