Courtney & Braswell Financial Group, LLC

  • FINANCIAL PLANNING/CONSULTANTS
  • INVESTMENT ADVISOR
  • FINANCIAL SERVICES
4185 US Hwy 1
Suite 101
Rockledge, FL 32955
(321) 735-4994
(321) 250-4404 (fax)
Hours:
Office Hours: 8:30-5, but available 24/7 by phone at 321-848-3477!

About Us

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which read more
  • About

    The investment climate has never been more exciting or more challenging than it is today.

    To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with trustworthy representatives who have a clear understanding of their needs.

    By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.

    As full-service financial consultants, we offer clients an assortment of quality investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact us, by phone or e-mail. We can help you make sense of today's investment climate.

    Securities and investment advisory services are offered by VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment advisor.

    VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.

  • Highlights

    • Investment portfolio analysis - to keep you informed of your investment performance, and to make adjustments as needed
    • Corporate 401(k), Retirement Plan & Investment Management
    • Pension & 401(k) Rollover Planning & IRA Account Management
    • Retirement financial planning education & Estate Planning-to protect the wealth you've worked for
    • Insurance Planning-provide for your family's future needs
  • Media

  • Whom to Contact

    • Beth Courtney
      Financial Advisor
      Phone: (321) 735-4994
      Fax: (321) 305-5994