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As retirement approaches sudden hardships or stresses can weigh even more heavily on you and loved ones if financial affairs aren’t in order.
Read MoreThirty years ago, an idea Jackie had to “simplify” her life was the beginning of Campbell & Company. The family grew from her kitchen table to three office locations in the Tampa Bay Area, and the world wide web allowed national service to over 30 team members located in multiple states.
As soon as CPAs could be dually licensed in 1998, our goal was to offer complete financial solutions to help individuals and families. Not only with tax planning, preparation, and compliance, but also with retirement planning, estate planning, & investment management.
Our mission is to have a significant impact. We are focused on helping people improve and enjoy an epic, Hallmark™ life that positively influences future generations. We do this by using 360-degree analysis to provide personalized recommendations and ideas that reduce unpleasant surprises and solve people’s problems.
Some of the clients that started at Jackie’s kitchen table are still a part of our Campbell & Company family today. We’ve had over 100 team members over the years, including mothers, daughters, sons, brothers, sisters, husbands, and wives – truly a family business.
We’d like to thank our family & friends for all the referrals throughout the years.
Love, Jackie, Monica & Jim
Investment advisory products and services made available through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. Campbell and Company, IPW, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither Campbell and Company nor IPW can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.
Campbell & Company, Wealth Advisors is a full-service financial services firm. Whether you’re looking for help with saving, planning, wealth management, or insurance coverage, Campbell & Company aims to provide financial knowledge and confidence.
As an Investment Adviser Representative, Jackie Campbell has a Fiduciary Responsibility to act in her clients’ best interest when offering or recommending investment advisory products and services. This means that within her capacity as an investment adviser representative, she is obligated to disclose any conflicts of interest when offering investment products. As financial advisors, we believe the combination of years in service and experienced professionals enables us to offer a full array of investing, wealth management, and personal financial planning to assist both individuals and businesses.
Trust the experienced professionals at Campbell & Company.
Prior Planning Pays is our motto and our guide when it comes to tax season and retirement planning.
We want to work with you to make sure you are considering all areas of your financial plan to give you more confidence in your future.
Having a clear picture of what you want retirement to look like for you.
Having a plan in place to help you achieve those goals.
Work with a professional to design a plan tailored to your unique situation that may uncover potential opportunities.
Make sure your plan fully aligns with your goals and your spouse’s or partner’s goals.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
