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News | Event | Resources

Toys for Wolfson Children's Hospital
12/2015

If you've visited our office, you may have noticed the toy shelves on the wall outside of the main conference room. For several...

5 Ed Slott Clips Retirees Won't Want to Miss
10/2015

Are Taxes Going Up in the Future?
10/2015

No one has a crystal ball that provides a definitive answer to future tax liability. But if you look at the situation as a whole,...

Traveling in Retirement: Satisfying Wanderlust in Retirement with a Well-Tended Nest Egg
09/2015

Big thanks to David O. for doing this interview. He and his wife, Susan, are long-time clients and great friends of everyone at...

Our Favorite Yogi-isms
09/2015

From the New York Times:

Join us for our September Open House!
09/2015

We had a great time at this get-together! Click here to see our upcoming events.

I've heard it said that seeing a financial representative is kind of like seeing...

Stratton & Company on the air — our segment on WJCT
07/2014

This morning, Stratton & Company was on the air! Cindy Collins, our executive vice president, was a guest on First Coast Connect...