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Seacoast Wealth Management - Financial Solutions


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Financial Solutions & Planning

myMoneyGuide

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

Seacoast Bank Announces Acquisition of Palm Beach Community Bank and Northstar Bank

Seacoast Bank Announces Acquisition of Palm Beach Community Bank and Northstar Bank

Seacoast Bank Announces Acquisition of Palm Beach Community Bank and Northstar Bank in the Tampa Bay area

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Upcoming June Events

Upcoming June Events

June is full of community events you won’t want to miss! Explore what’s going on in your area and experience all the fun happenings throughout our great state.

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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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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.