"I love Campbell & Company | Spring Hill, FL; Odessa, FL; Inverness, FL"

2022-10-24 09:16:58

Call us today (352) 683-7365 Client LoginMy Advisor • My CFO • My CPAMenuMy Advisor • My CFO • My CPAHomeAbout UsOur TeamCommunity InvolvementMediaIn The MediaTVRadioPodcastsCFP® ProfessionalsBenefits to YOUYour BenefitsMy AdvisorMy CFOMy CPAMy When File™Market Guard®BlogContact.embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }What’s Your Risk Number? Learn More Financial Relief Resource Center Discover the valuable resources and professional insight we’ve cultivated to help current and future retirees understand what these turbulent times could mean for them and how to better protect their finances.Learn MoreHow We Help Our ClientsFinancial Planning in FloridaCampbell & Company, Wealth Advisors, and Certified Public Accountants is a full-service financial services and CPA firm. Jackie Campbell is held to a fiduciary responsibility to her clients. This is important when seeking counsel for your financial well-being. As financial advisors, we believe the combination of years in service and experienced professionals enables us to offer a full array of accounting and taxation services, as well as investing, wealth management, and personal financial planning for the benefit of individuals and businesses.Benefits to You Invest smarter – strategize for less risk and more rewardPlan for success with Results in Advance financial planningHelp preserve and protect your wealth for seamless transfer to the next generationTax-smart strategies to help minimize your tax liability Trust the experienced professionals at Campbell & Company.A financial solution firm with three integrated lines of business:Learn MoreMy Advisor My CFO My CPA A financial solution firm with three integrated lines of business:Learn More CFP® ProfessionalsCFP® ProfessionalsDiscover the difference having a CERTIFIED FINANCIAL PLANNER™ Professional can have in your financial journey.CFP ProfessionalsIn The MediaIn The MediaYou can catch Jackie Campbell and the Campbell & Company team on TV, radio, and their podcasts at your convenience. We will discuss and offer insight on current topics that are impacting people like you!MediaMarket Guard®Market Guard®We utilize Market Guard® “to help empower clients with potentially the highest probability of investment success, while helping to protect their investments along the way.”Market GuardForbes3 New Retirement Rules That May Change Retirement as We Know ItRead more at Forbes.com“As I often mention to my clients, a successful retirement plan is one that must be not only created and written, but also revisited annually to account for changes we can and cannot control.” – Jackie CampbellRead more at Forbes.comBegin Your Financial Journey Spring Hill Office7211 Hiawatha Pkwy. Spring Hill, FL 34606Phone: (352) 683-7365Odessa/Trinity Office2400 Merchant Ave. Odessa, FL 33556Phone: (727) 364-2633Inverness Office2202 Highway 44 W. Inverness, FL 34452Phone: (352) 683-7365Privacy PolicySocial Media DisclosureInvestment advisory services offered through Market Guard® an SEC-Registered Investment Advisor CRD #153241. Campbell and Company and Market Guard® are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Jackie Campbell, CPA and Campbell and Company, Certified Public Accountants and Financial Advisors are able to provide tax services. However, you are not obligated to work with Campbell and Company, Certified Public Accountants and Financial Advisors and Jackie Campbell, CPA for any tax services. You are encouraged to consult your tax advisor or attorney.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Any references to fixed or guaranteed products or guaranteed income are referencing insurance products only and are subject to the claims-paying ability of the underwriting insurance company. Please see the Firm Brochure ADV and Form CRS for conflict-of-interest disclosures. 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