About Our Firm
Anders & Anders Financial Group is an independent financial advisory firm serving clients throughout Florida. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
Co-Founder & Senior Partner
As a senior partner at Anders & Anders, Dave is focused on helping clients work toward their retirement dreams through well-thought-out solutions for retirement income.
Dave has been married to his wife, Jenny, since 1989. They, along with their daughter Riley, have settled into the quaint, little town of New Smyrna Beach. Dave began helping public sector employees and their families with their retirement needs in 1990 and has been the featured speaker for hundreds of retirement workshops and seminars across the state of Florida. One of the foundation cornerstones that Dave feels his firm is built on, is providing a level of service and excellence for his clients that he would expect for himself and his family.
Dave provides a variety of services including:
- 401(k)/403(b) Rollovers
- DROP Rollovers
- FRS Investment Rollovers
- IRA/Roth IRA Investments
- Mutual Funds
- Life Insurance
- Approved 403(b) Provider for Public Schools
- Pension Analysis for Public School Employees
Dave holds his life and health insurance licenses in Florida. He has also received his Series 6 securities license.
Free Retirement Planning Kit
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.