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(941) 861-9200 | Wendy@Preserve-Financial.com

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Home
Services
Seminars
About
- About
- Three Principles
Contact

Contact

(941) 861-9200
Wendy@Preserve-Financial.com
4055 Tamiami Trail, Suite 24
Port Charlotte, FL 33952
1201 6th Ave W, #100
Bradenton, FL 34205
1503 S. US 301, Suite 18
Tampa, FL 33619
122 E. Main St.
Lakeland, FL 33801

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IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Randy Spivy FL Ins Lic #W385917/Preserve Financial Services, LLC FL Ins Lic #L109679 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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