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Turner Financial Group, Inc. - Registered Investment Advisor
Contact Name Benny M. Turner, Investment Advisor Representative
Address 4655 Woodbine Road
City Pace
State FL
Zip 32571
Phone (850) 995-1797
Fax (850) 995-1737
Email Click here to email.
Notes Who We Are:
We are a fee-based Independent Registered Investment Advisory firm helping individuals and families to build, protect, and pass on their family wealth, values, and purpose. We provide our clients with a strong stable foundation where not only wealth, but also family values are protected, nurtured and allowed to grow. Our integrated process offers wealth, value, and purpose for you, for your children, and for generations to come.

Our Mission:
It is our mission to assure each client partnerís family legacy and assist them in achieving the goals and objectives that are most important to them by integrating all areas of planning financial, insurance, tax, and legal strategies.

Our Company:
Turner Financial Group, Inc. is a Registered Investment Advisory firm with a fiduciary obligation to consider the best interest of every client partner before its own. We are registered in the states of Florida and Alabama.

Our Location:
We are located at 4655 Woodbine Road, Pace, FL, 32571 and have been serving the residents of Santa Rosa and Escambia counties since 2001.

Our Team:
At our firm you will find a team of financial, tax, insurance, and estate planning experts who specialize in advising our client-partners on such diverse subjects as how to preserve their assets and reduce their taxes; how to diversify their portfolio for growth and safety, and how to create more income for retirement. Our holistic approach enables us to formulate unique solutions to your financial challenges. Our firm is committed to the financial security of our client-partners. We are proud to provide exemplary client service, while displaying the highest standards of ethics and professional knowledge.

Our Founder:
Former Pastor, Marriage & Family Therapist, and College Professor Benny M. Turner is our Founder and President. An accomplished and entertaining public speaker, he is frequently featured at educational workshops dealing with a wide range of subjects related to the income and wealth building needs of retirees. As an Investment Advisor Representative he has a fiduciary obligation to consider the best interest of every client-partner before his own. As a Marriage & Family Therapist for almost two decades, he understands the psychological and relational influence that money has on the lives of families and individuals, and possesses the consultative skills necessary to guide the planning process. As a Pastor for more than three decades, Benny is deeply committed to a value based approach to investing; an approach that considers the importance of life values (including moral and spiritual values) in the investment process. He is passionate about helping others reach their dream of a successful and happy retirement. Others may have a plan for your money; Benny has a plan for your life.

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