Specialty Appointments

For Wealth, Financial Counseling, and Mortgage Lending appointments, please follow the steps below.

Wealth Management

For help with retirement, rollovers, and portfolio management, call 850-505-3200 ext. 8332 to meet with a licensed Wealth Manager.

Financial Counseling

For help with your finances, schedule an appointment with a Financial Counselor.
Meet with a Financial Counselor

Mortgage Lending

For all Mortgage appointments, please call 850-505-3200 ext. 8360 or email the Mortgage Department.

Specialty Appointments

For Wealth, Financial Counseling, and Mortgage Lending appointments, please follow the steps below.

Wealth Management

For help with retirement, rollovers, and portfolio management, call 850-505-3200 ext. 8332 to meet with a licensed Wealth Manager.

Financial Counseling

For help with your finances, schedule an appointment with a Financial Counselor.
Meet with a Financial Counselor

Mortgage Lending

For all Mortgage appointments, please call 850-505-3200 ext. 8360 or email the Mortgage Department.

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Past NOW teams

NOW- The Manson Family: Moving in the Right Direction – NOW

November 23, 2021

After a couple set backs, we are NOW building our savings, paying off debt and finding ways to give back to our community.

A family of four stand outdoors to pose for a photo

We’ve been able to put several thousands in savings, giving us security for any unexpected financial surprises. Since consolidating all our credit cards (into a lower monthly payment and interest rate), we only have a few monthly loan payments to focus on.

With the holidays approaching, there are some extra expenses this month. Our 12-year-old daughter will be turning 13 in another week. We are also budgeting for an extended family Thanksgiving at our house.

We have another volunteer event planned with the Food Raising Friends in Milton. Very good cause and nice people to work with.

But overall, it’s been a very good month.

#TeamManson