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Welcome to Money Professionals, LLC

 

We invite you to take a few moments to learn more about MP, LLC. As fee-only advisors, we do not sell financial products of any kind, nor accept commissions from any source. In fact, we like to sum up our firm's philosophy by saying...

"No Sales...No Commissions...No Conflicts."

With over fifty years of cumulative experience in financial services, our advisors provide strategic solutions for clients with varying objectives:

  • Capital / Wealth Preservation
  • Income Production in Retirement
  • Tax-Efficient Investment Strategies
  • Growing Assets for Future Needs

Our commitment to forming long-term relationships with our clients provides the foundation of our firm's business model. If you are ready to see how working with a "fee-only" advisor can benefit you and your financial future, we invite you to contact us for a no-cost consultation at either of our firm's locations.

In Pensacola,       
Donna L. Jordan, CFP(r) AIF(r), Principal                                  
625 East Romana Street
850.433.5830                                                                                    
djordan@moneyprofessionals.net                                                                               
 
In Destin,
Margaret R. McDowell, ChFC, AIF(r), Principal
850.650.2288
mmcdowell@moneyprofessionals.net 

 

Please click onto our "INVESTMENT MANAGEMENT" or "FINANCIAL PLANNING" sections (menu to the left) for additional information on our services.

 

 

 

 

 

                                                                                                    

   

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Important Consumer Disclosures

This site is only intended for clients and interested investors residing in states and countries in which Money Professionals, LLC is qualified to conduct investment advisory services.

Please click on our Disclosure tab on the left for more information.


©2010 Money Professionals LLC. All rights reserved.