A complete list of active advisors currently associated with Annapolitan Investment Group, Inc.

Warmer can help you find a great advisor at Annapolitan Investment Group, Inc. or one who fits your needs even better.

Annapolitan Investment Group provides customized financial and retirement planning to individuals and families, addressing topics such as tax, estate, business, education and cash‑flow planning. The brochure states that the firm does not offer discretionary portfolio or asset‑management services and focuses its recommendations on vehicles like mutual funds, CDs, municipal bonds, annuities and ETFs. The firm delivers advice through in‑person meetings and data‑gathering worksheets to develop a written plan and offers educational seminars and workshops on topics from basic money management to advanced retirement and tax issues. Advisory representatives are dually registered with Raymond James and are licensed insurance agents, and they may implement recommendations through Raymond James or sell insurance products, with commissions and trail compensation disclosed in the brochure. Notable distinctions relative to peers include the combination of acting as registered representatives of a broker‑dealer while positioning the firm primarily as a planning practice, the offering of public educational seminars, and advisors who are also insurance producers—each of which the brochure identifies as an uncommon feature for supported firms. The brochure also emphasizes that the firm does not charge percentage‑of‑AUM advisory fees, does not provide portfolio management or custody of client assets.

To learn more about the advisors currently working at Annapolitan Investment Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.