Do you want an in-person or virtual appointment?
Jump the queue and set aside time to address your financial priorities.
Save the drive and meet with PenAir via phone or video.
For Wealth, Financial Counseling, and Mortgage Lending appointments, please follow the steps below.
For help with retirement, rollovers, and portfolio management, call 850-505-3200 ext. 8332 to meet with a licensed Wealth Manager.
For help with your finances, schedule an appointment with a Financial Counselor. Meet with a Financial Counselor
For all Mortgage appointments, please call 850-505-3200 ext. 8360 or email the Mortgage Department.
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