Justin Levine

TD Merchant Solutions is committed to helping businesses of all sizes meet their unique payment processing needs. As your local TD Bank Merchant Solutions Payment Advisor, serving the North Coastal, Jacksonville, Ocala Region, I can help you choose from a variety of credit card processing options, including in-person, mobile, eCommerce and contactless point-of-sale (POS) solutions – so you can accept customer payments in the ways that work best for them and you – in store, online or on-the-go. Contact me via phone or email to set up an appointment today.

Established in 1986, Primerica Financial Services offers a variety of investment products and financial services. With headquarters in Duluth, Ga., the company initially focused on selling affordable life insurance plans to middle-income families. Since then, it has grown into one of the leading financial companies in the United States, with more than 100,000 licensed independent representatives. Primerica Financial Services and its affiliates are subsidiaries of the Citigroup, which is a multinational financial services company and has more than 200 million customers in over 100 countries. The group operates the well known Citibank, Banamex and CitiFinancial brands and has more than $1 trillion in assets. It pays an average of $2 million in death claim benefits every day. Primerica Financial Services offers term life insurance, mutual funds and variable annuities, as well as legal services to nearly 5 million customers. It employs more than 2,000 individuals and conducts business in the U.S., Canada, Puerto Rico and Spain.

Financial planning is a big topic. It is important to know what concepts, techniques and solutions best fit your personal situation. Most people have no idea of where to begin and often make a plan by adding things that can counter the effectiveness of decisions they have made or will make later. While we cannot change the past, we can put you on a path to a better future. What does the future look like? Will you be working? Will you be downsizing a home? Will you need to turn investments into income? Organizing your financial life doesn t have to be overwhelming. Our clients find that with their financial plan in order, they can think more clearly about the future and make better decisions, allowing them to be free to enjoy life.