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Seacoast Wealth Management - Financial Planning Solutions


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Financial Solutions & Planning

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Create your own personalized financial plan with our guided online planning experience.

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Retirement

Planning for retirement is an ongoing process of establishing realistic goals and managing financial assets to accomplish those goals. Learn how Seacoast can help. 

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Education

Over a lifetime, the gap in earnings potential between a high school graduate and a college graduate can exceed more than $1,000,000. Are your kids prepared for the future? 

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Investment

Selecting the right mix of investments for your portfolio is a complex and challenging task balancing risk and return. Let the Seacoast Wealth team assist you.

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Legacy

The suffering that accompanies the unexpected loss of a family member can be compounded by severe financial strain. Learn how to manage that risk with Seacoast Bank. 

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Related Resouces

The Seacoast Team Goes Back To School

The Seacoast Team Goes Back To School

Help support local students by participating in Seacoast's Back to School Supply Drive. Bring supplies to be donated to any Seacoast Branch by August 11, 2017.

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Seacoast's Julie Kleffel Named OBJ’s 2017 Business Executive of the Year

Seacoast's Julie Kleffel Named OBJ’s 2017 Business Executive of the Year

Congratulations to Seacoast's Julie Kleffel for being named an Orlando Business Journal 2017 Business Executive of the Year! Julie is executive vice president and head of community banking for Seacoast and based in Winter Park. She was recognized as part of the publication's annual Women Who Mean Business awards, April 27, 2017.

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How a Pre-Approval for a Home Mortgage Works

How a Pre-Approval for a Home Mortgage Works

Ready to buy your first home? Learn more about a pre-approval letter and how it can give you the upper-hand in a competitive market.

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A Guide to Buying the Perfect Boat

A Guide to Buying the Perfect Boat

Use Seacoast Bank's guide to boat buying and set sail for dreams.

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Have Questions About Financial Solutions? We're Here to Help.

Four Promises. One Goal.
At Seacoast Bank, everything we do is based upon core beliefs summarized in the Four Promises we make to you. When you entrust your banking to us, we promise to:
Promise One
Get you comfortable with the right team to serve you.
Promise Two
Make your day-to-day banking simple.
Promise Three
Resolve out-of-the-ordinary items responsively.
Promise Four
Invest in you and your community.
Our philosophy is dedicated to the promise of simplicity, convenience, expertise, community, and technology with a human touch. On account of all this and more - on account of you - it's time for Seacoast Bank. A smarter bank. A connected bank. And, just as importantly, your local bank.
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© 2017 Seacoast National Bank. All rights reserved.

Products and services referred to on this page are provided by Seacoast National Bank and are not associated with or offered by INVEST Financial Corporation.

INVEST Financial Corporation, Registered Investment Advisor, Member FINRA/SIPC

815 Colorado Avenue, Stuart, FL 34994
Phone (772) 288-6060 or Toll-Free (800) 706-9991

Registered representatives of INVEST Financial Corporation (INVEST), member FINRA/SIPC. INVEST and affiliated  insurance agencies offer securities, advisory services, and certain insurance products. INVEST is not affiliated with Seacoast National Bank, Seacoast Wealth Management Financial Solutions, or other entites named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank *may lose value.

This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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