Poppell Financial Group

At Poppell Financial Group, LLC, we understand the importance of financial planning and investment management. Our approach is centered around building strong client relationships, helping you establish a clear vision for your future, and guiding you with the confidence needed to achieve your financial goals. We believe that understanding your current financial situation is crucial to making confident decisions about your future financial condition.

Our team of professionals will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and remind you to maintain a disciplined approach toward realizing your dreams. We take a different approach when it comes to financial planning, as we understand that each client's needs are unique and there are no "pre-existing" solutions.

Our Approach

We start by creating a conversation with you, discussing your needs and learning about your genuine interests. While keeping your goals in mind, we help you feel confident and successful as you continue your journey. Transparency is at the forefront of our approach, and we believe in being open and honest with our clients. As native Floridians, we understand the nuances and details surrounding state-sponsored benefits and retirement plans, and we are happy to discuss details regarding stipends, health insurance, etc.

Our clients trust us because we are transparent, honest, and address financial concerns in an easy-to-understand way. We ask you to paint a picture of how you envision your financial future, address the resources you currently have, and work to organize the products and services needed to achieve your financial dreams. No matter your financial circumstances, our firm is eager to work with you and learn more about your unique hopes, dreams, and goals for the future.

Our Services

At Poppell Financial Group, LLC, we offer a variety of services to help you navigate your financial future. Our team is dedicated to providing you with the highest level of service and expertise, whether you're looking for financial planning, investment management, or retirement planning. We have offices located in Tallahassee, Lake Mary, and Pensacola, as well as services available for clients in Puerto Rico.

We are licensed to sell insurance products in AL, CO, FL, GA, ME, MI, NC, PA, SC, TN, and we are registered to sell securities in AL, AK, AR, CO, FL, GA, IN, KY, ME, MA, MI, MS, NY, NC, OH, PR, RI, SC, TX, VA, WA, WV. Our team is dedicated to helping you achieve your financial goals, and we look forward to working with you.