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Products and Services

What We Do

The Stacy Financial Group is able to address a multitude of needs for our clients. Whether individual investments, joint accounts, Trusts, Retirement Plans or other Employee Benefits, we can help you.

Investments

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Stocks

Bonds

Mutual Funds

ETFs

Unit Investment Trusts

Fixed and Variable Annuities

Insurance

 

Universal Life Insurance

Term Life Insurance

Long Term Care

Buy/Sell Insurance

Estate Planning

Retirement

 

IRAs

DROP

401(k)/Profit Sharing

403(b)/457(b)

SEP/Simple IRAs

 

Individual/Joint Ownership

Transfer on Death

Trusts

College Savings Plans

Accounts

Stacy Financial Group

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Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Stacy Financial Group, Members First Credit Union of Florida and GWN Securities, Inc. are separate companies.

 

Investments are not FDIC or NCUA Insured and May Lose Value. No Bank or Credit Union Guarantee. Not FDIC/NCUA Insured - No Bank/Credit Union Guarantee - May Lose Value

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PLEASE NOTE:
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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