717 S. 8th St. Ste. B Fernandina Beach, FL 32034

904-868-9132

904-868-9132

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Let Phileo Advisory show you a better way to retire and have the lifestyle you desire.

Services

Investment Management
Insurance Planning
Retirement Planning
Social Security Timing
Tax Planning

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717 S. 8th St. Ste. B
Fernandina Beach, FL 32034

904-868-9132
Hours: Mon-Fri 9:00AM - 5:00PM

904-868-9132
Hours: Mon-Fri 9:00AM - 5:00PM

©2026 All rights Reserved. Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Phileo Advisory Group are unaffiliated entities.

We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice. Licensed Insurance Professional. This material has been prepared for informational and educational purposes and should not be construed as a solicitation of for the purchase or sell of any investment. The content is developed from sources believed to be providing accurate information. The information is not intended to be investment, legal or tax advice. Different investments involve varying degrees of risk, including and up to the loss of principal. Any references to protection, guarantees or lifetime income refer to insurance products, never securities products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details are available in our firm’s ADV Part 2A and Form CRS.

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