Wealth Management

Cornucopia Wealth Management, LLC, led by Robert Kenon in Tallahassee, FL, specializes in independent retirement income planning. As an Independent Retirement Income Specialist, Robert helps pre-retirees and retirees safeguard their financial resources to sustain their desired lifestyle throughout retirement. Generated from their website's infomation

Preservation Financial Group is a fiduciary investment advisory firm based in Tallahassee, FL, specializing in comprehensive financial planning and wealth management. We provide customized strategies for retirement planning, investment management, income planning, insurance solutions, and long-term care/healthcare planning. Our team also offers guidance in estate and legacy planning, as well as Social Security optimization. Whether you’re building your future or reassessing your current financial path, we help individuals and families protect their wealth and secure long-term income with strategies you can trust.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.