Broker Check

Bert Livingston

904-296-3300 ext. 5021

Team

At National Financial Services Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Retirement investing and distribution strategies
  • Estate conservation strategies
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

We do not offer tax or legal advice. For advice concerning your own situation, plase consult with your appropriate professional advisor.

 
Bert has more than 35 years of experience in this field and enjoys the responsibilities that come with advising clients who seek the benefit of his knowledge, experience and insight regarding their financial portfolios

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