About Us

Price Financial Services

Local Office
2941 W S.R. 434 Suite 200
Longwood, FL 32779

Phone:

  • 407-339-4500

John Widman

Retirement Planning Specialist
Phone: 4073394500
Fax: 4073394529

John Widman earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania in 2009 by successfully completing the AXA Equitable "At Retirement" program at Wharton, and was awarded the title of Retirement Planning Specialist by AXA Advisors. He is one of only about 600 financial professionals within AXA Advisors to do so.

With over 20 years of experience in the financial services industry, John works with individuals and business owners to help them develop a customized financial strategy that can lead to informed investment decisions. His areas of focus include asset management, wealth preservation, income planning and wealth transfer.

John has a passion for helping clients, and believes financial planning is a life long endeavor. "We never stop thinking about how we can most efficiently and effectively apply our most limited resources- time and money. These key factors are integral to your future success and will be considered in the formation of every financial plan and investment program. My role is to facilitate this process by explaining the relevant opportunity costs and seeking to add value for the future. In this capacity, i am fully dedicated to meeting and exceeding your individual, family, business, and institutional needs."

Education and Related Industry Experience:

BS in Business Administration/Accounting- Townsend State University

FINRA Series 7, 66, and 24 registrations

Life and Health Insurance and Variable Annuity licenses, State of FL

Professional and Community Affiliations:

Chartered Market Technicians Association

Member Bahia Shrine & Yacht Club

Member Toastmaster's International

Leadership Winter Park

 

The AXA Advisors Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com

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Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Price Financial Services is not owned or operated by AXA Advisors, LLC or its affiliates.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Price Financial Services is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

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