New Fields Financial Services

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General Info

New Fields Financial Services is an independent financial planning and insurance firm devoted to identifying your financial needs and finding the best available financial products to meet those needs. Our goals are to: Provide you with superior financial planning and customer service Conduct business with integrity, diligence, full candor and imagination Educate you on the most current financial products and opportunities

Extra Phones

Catherine Newfield Direct Number: (678) 451-0890

Services/Products

Our firm offers preparing and implementing comprehensive personal financial plans, specialized planning for women, managing investment portfolios, reviewing current investment portfolios, fee only financial plans, retirement planning, estate planning, 401k rollover, IRA, Roth IRA, Mutual Funds, Stocks, Bonds, Annuities, Variable Annuity, Annuitization, SPIA, and Life Insurance.

Brands

AXA Equitable, Allianz, American Funds, American General, Genworth, ING, Jackson National, Lincoln Benefit Life, Principal, Protective, Prudential, Transamerica Life

Location

Lady Lake is in Lake County, FL. The surrounding areas include Marion County and Sumter County and the cities of The Villages, Leesburg, Ocala, Summerfield, Belleview, and Fruitland Park.

Associations

Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of DE, FL, GA, IN, ME. Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and New Fields Financial Services are not affiliated.

Categories

Mutual Funds, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Investment Management

Reviews

Details

Phone: (352) 216-8904

Address: Lady Lake, FL 32159