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Stephen Sanders, Financial Advisor

FINANCIAL ADVISOR
Stephen G Sanders III

CRPC™
9823 Tapestry Park Cir, Suite 20, Jacksonville, FL 32246opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • New Investors
  • Wealth Strategies
  • College Savings

About Stephen

As a life-long resident of the Jacksonville, Florida, area, I am proud to have the opportunity to help people in my area not only reach their financial goals, but help them plan a socially and emotionally fulfilling life as well, especially their retirement years.

Like so many of us, you may have concerns around planning your golden years while juggling the financial priorities of today... sending kids to school, running a business or preparing for the unexpected. YOU are not alone!

Help me help you make sense of it all. One size does not fit all and there is no...

Work History

  • Edward JonesJuly 2022 to Current
  • Bank of AmericaNovember 2009 to June 2022

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of North FloridaBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Surfing
  • Music
  • Golfing
  • Trivia

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(904) 496-0023

Fax

(844) 247-4291

Office Address

9823 Tapestry Park Cir
Suite 20
Jacksonville, FL 32246opens in a new window

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