Financial Services

“Your Armour of Financial Confidence”

Our focus is on providing 'Best of Class' proven solutions in the areas of wealth planning, investment services, risk management, and income replacement. Our clients have access to the best investment companies and services in  the Investment space. We also help you with college saving plans, investments, and business & personal retirement plans.

Let us show you how we can Armour your financial retirement and investment plans.

  • Mutual Funds*    
  • Traditional IRAs        
  • Roth & SEP IRAs
  • Educational IRAs
  • Simple IRAs       
  • 401(k) Planning
  • 403(b) Planning
  • Fixed Annuities**
  • Variable Life & Annuities*     
  • Simplified Employee Pensions
  • Social Securty Maximization       
  • 529 College Saving Funds*

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Jose A. Lopez

Registered Representative

Office: 813-990-9111
Fax 813-775-2343



**Before investing please consider your investment objectives and risk tolerance and how they correspond to the expenses, charges, and risks (including the possible loss of principal) of the product you are purchasing.

 **Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.