AAMA Financial Services offers Merchant Service/ Payment Technology and Financial Services.
About Andrea: Andrea Pereira is a Payment Professional with 21 years in the ever-changing world of merchant services/ credit card processing . She began her career in Merchant Support with Tsys and First Data/Fiserv ISO's and quickly advanced to the role of ISO Relations Manager. Now a Relationship Manager at Paynada. Andrea is thriving in a constantly evolving industry, reflecting her commitment to excellence.
Condor Agency provides financial educational services.
Edward Jones provides financial planning investment for future, retirement, college savings plans, Life insurance protection, Annuity products, Home purchase and any financial priorities needed.
About Alex
For over 12 years, I've had the privilege of guiding individuals and families through the complexities of financial advice, helping them navigate their financial futures with confidence. My journey as a financial advisor is deeply personal—rooted in my passion for empowering others through financial literacy.
Fluent in both English and Spanish, I am committed to making financial advice accessible and understandable for my diverse clientele.
I believe that financial education is the cornerstone of a secure and prosperous future. That’s why I’m committed to demystifying the world of finance, making it accessible to everyone. Whether through one-on-one advising or community workshops and seminars, my goal is to ensure that everyone I work with is equipped with the knowledge they need to make healthy financial decisions.
As a sports enthusiast, I understand the value of teamwork, strategy and perseverance. These principles guide my approach to financial advising. I collaborate closely with my clients to develop tailored financial strategies that align with their unique goals, whether they’re planning for retirement, investing for growth or securing their children’s future.
Beyond the numbers, my work is driven by a genuine desire to give back to my community. I’m passionate about serving and supporting the people around me, and I strive to make a positive impact both in and out of the office. Outside of work, I prioritize my health and wellness, regularly working out at the gym to maintain a balanced lifestyle.
Additionally, I have earned the CRPC™ or Chartered Retirement Planning Counselor™ designation. I’m committed to staying informed about the latest financial trends and strategies so I can better serve you.
If you’re looking for a dedicated financial advisor who brings both experience and a personal touch to the table, let’s connect. Together, we can work to build a financial future that’s as strong and vibrant as the community we share.
We provide personalized financial planning, including strategies to save towards retirement, preparing for the unexpected, paying for education, saving money on taxes, general investing and insurance.
About Luis
As a dedicated financial advisor with Edward Jones, I understand that choosing the right financial advisor is a significant decision in your life. My mission is to create financial strategies that truly reflect your life aspirations, ensuring you feel understood and supported every step of the way.A bit about me: I hold a bachelor’s degree in finance from the University of North Florida and an MBA from Jacksonville University. Additionally, I’m a CRPC™ or Chartered Retirement Planning Counselor™. I’m committed to staying informed about the latest financial trends and strategies so that I can offer you the best guidance possible.Outside of work, I value community involvement, which helps me stay connected and balanced. I cherish spending time with my family, cycling on local trails, traveling to new places and enjoying a great cup of coffee — especially while catching up with friends!In my practice, I focus on retirement strategies, college savings, investment management and sustainable investing. I take pride in tailoring personalized strategies that meet your unique needs. What brings me the most joy is the opportunity to enhance the financial well-being of my clients.I’m passionate about helping individuals, families and business owners achieve their financial dreams. It’s been a rewarding journey for me to work with a diverse range of clients — from young individuals just starting their careers to retirees enjoying their well-deserved freedom.I’m here to guide you through every stage of your financial journey, providing the knowledge and confidence you need to make informed decisions. If you’re looking for a financial advisor who truly cares about your goals, I’d love to connect! Feel free to schedule a complimentary consultation. My branch office administrator, Amanda Stockwell, and I are here to assist you.
Throughout our service delivery and ongoing client relationships, we maintain focus on these guiding principles for the firm:
Organization.
We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).
Accountability.
We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
Objectivity.
We bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.
Proactivity.
We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
Education.We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.