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904.201.1216
Toll Free: 877.867.3227

Financial Services

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Hazel Partners LLC is committed to helping you realize your fiscal goals.

At Hazel Partners LLC, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:
  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Hazel Partners LLC, we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Hazel Partners LLC.

We are proud to provide fiscal planning services for clients near Jacksonville Beach, Jacksonville, St Augustine, Ponte Vedra Beach, Atlantic Beach, and Charleston.

Our Financial Services Coverage Options Include:

Our Locations

Palencia Village - Corporate Office

610 Market Street
St. Augustine, FL 32095
Main office: 904-201-1216
Fax: 904-239-3136

Charleston - Isle of Palms

1022 Carolina Blvd
Isle of Palms, SC 29451
Main office: 904-201-1216
Fax: 904-239-3136

Jacksonville Beach

1719 Penman Rd
Jacksonville Beach, FL 32250
Main office: 904-201-1216
Fax: 904-239-3136

Our Providers

Testimonials

It is with great pleasure that I write this letter of appreciation for Katie Steighner. She did an outstanding job providing me prompt and quality customer service in expediting a homeowner’s insurance policy for me. She is a great asset to your company, and I wanted you to know how pleased I am with her and your company’s customer service.

Dr. Ronald J. Cugno
I just wanted to let you know that Karen went above and beyond for me. We had a clerical problem on a policy she worked on for me and it was jeopardizing the closing of my house. Karen worked hard for me to get it fixed and insured my future business with your company. I will also recommend anyone I know looking for insurance to your company because of Karen!

Michael M.
Thanks so much. You have really been great through this whole adventure, you definitely have a customer for life.

George Zater