Retirement Made Easy
Bold City Financial Group strives to make your retirement needs more simple. Looking for a transparent, friendly brokerage to handle your retirement savings account in Jacksonville, Florida? Get in touch with Bold City Financial Group. We’re here to help you invest in your future.
Book a consultation today or give us a call to learn more.
Retirement Savings Made Easy
Bold City Financial Group
strives to make your retirement savings simpler. Our goal is to create a financial plan that allows you to grow your retirement savings on any budget and at any stage of life.
All your Financial Services in One
At Bold City Financial Group, we’ll help you take care of your insurance, Medicare plans, and retirement savings all at once. Whether you’re interested in a Life Insurance Retirement Plan (LIRP) or just want to consult with the same expert about your insurance and retirement plans, we’ll help you out.
Book a consultation with Chase or Bold City Financial Group today to make your financial services simpler.
Contact info:
13475 Atlantic Blvd.
Unit 8, Suite M845
Jacksonville, FL 32225
Give us a call at (904) 379-8911
Monday to Friday: 8:00am to 6:00pm
Saturday & Sunday: Closed
I do not offer every plan available in your area. Currently I represent 10 organizations which offer 73 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Assistance Program (SHIP) to get information on all of your options.
Federal Contracting Statement (FCS)
This is model content through which plans must convey that they have a contract with Medicare and that enrollment in the plan depends on contract renewal. Organizations must include the FCS on all marketing materials except: banners and banner-like advertisements, outdoor signs, text messages, social media or envelopes.
Bold City Financial Group, DBA represents Medicare Advantage [HMO, PPO, and PFFS] organizations that have a Medicare contract. Enrollment depends on the plan’s contract renewal. Bold City Financial Group, DBA is not a government entity.