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.

Now Team Harrington

Essie Harrington

Follow Essie’s journey to a better financial future and a chance to win $10,000.

Who will win the grand prize of $10,000? Are you Team Harrington?

Team Harrington update #3

What do you do when faced with an unexpected life event? For Essie, it’s not been easy. See how she prioritized her financial future while dealing with her current situation.

Team Harrington update #2

Essie continues to chip away at her credit card debt, leading to a change in her credit score. Watch as she shares how she continues the budget-balancing act, while working to reduce her credit card usage. It’s hard work but Essie and Kennan are fit for the challenge.

Team Harrington update #1

Essie Harrington is making strides toward paying off her credit cards! With one card paid off already, she is on to the next. Despite facing a setback due to the loss of a loved one, Essie remains dedicated to her journey toward financial freedom and the $10,000 grand prize!