About Our Company

Our original offices opened in 1970 in Tallahassee, Florida. Continued growth and expansion led to North Florida Financial's incorporation in 1990, and a General Agency affiliation with The Guardian Life Insurance Company of America, New York, NY. Securities and variable products are now offered through Park Avenue Securities, a registered broker-dealer and a member of FINRA.

In early 2001, we merged with Westshore Financial Group, a successful Central Florida firm headquartered in Tampa. Together, we have grown to nearly 100 associates in offices strategically located throughout Florida, South Georgia, and South Alabama. In 2003 and 2006, North Florida/Westshore Financial achieved Guardian’s highest honor, The President’s Cup Award, designating their number one Agency.

Our Associates

Our Associates and Representatives work on a team basis with each client. Many have earned professional designations such as Chartered Life Underwriters, Certified Financial Planners, Chartered Financial Consultants, Life Underwriter Training Council Fellows, and even the highly acclaimed Masters of Science in Financial Services.

We believe that the high degree of training and education required to represent the organization provides the best opportunity for our client’s financial success.


Client Central

In our Service Center, you will find links to access your accounts.

» Enter Client Central

Our Process

We work with individuals, families, and businesses to maximize their protection and long-term wealth strategies. This unique planning system is based on a macro-economic model that focuses on your total financial picture.

We help our clients achieve additional benefits in the area of wealth building, tax savings, and improved protection management for a more enjoyable financial life and secure retirement.

The advantage of working with our firm is our independence. We have no pre-set agenda for a client's strategy and objectives. Instead, we help clients discover how to achieve their dreams and goals.

Services

Services for the Individual

  • Education Funding
  • Retirement Planning
  • Life and Disability* Insurance
  • Group Health Insurance
  • Municipal Bonds**
  • Fixed Annuities
  • Estate Planning
  • Tax Strategies
  • Long Term Care Insurance*

Services for the Business Owner

  • Business Contingency Planning
  • Executive Compensation Plans
  • Buy-Out Funding
  • Key Person Insurance
  • Life and Disability Insurance
  • Group Health & Dental
  • Section 125 Cafeteria Plans
  • Estate Planning
  • Split Dollar Insurance Plans
  • Strategic Tax Planning

** Securities products and services are offered through Registered Representatives of Park Avenue Securities LLC (PAS) 3664 Coolidge Court, Tallahassee, FL 32311, (850) 562-9075. North Florida Financial Corporation and Westshore Financial Group are not affiliates or subsidiaries of PAS.

PAS is a member FINRA/SIPC.

Financial Representatives of North Florida Financial Corporation and Westshore Financial Group are insurance licensed in the following Florida, Georgia, and Alabama.

The Registered Representatives are securities licensed in Florida, Georgia and Alabama and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.

*Disability income and long term care insurance underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products are not available in all states. Product provisions and features may vary by state.

Advisory services are offered through PAS, a Registered Investment Advisor.

Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.