About Us

Price Financial Services

Local Office
2941 W S.R. 434 Suite 200
Longwood, FL 32779
Phone:
  • 407-339-4500

John Widman

At Retirement Group Retirement Planning Specialist
Phone: 407-339-4500
Mobile: 407-341-9914
Fax: 407-339-4529

 


Mission Statement:


 


As a valued member of your professional team, John’s goal is to help you develop a customized financial strategy enabling informed investment decisions. His area of focus is in the technical analysis, evaluation, and allocation of your assets to help maximize your wealth. With his over 20 years of experience in the Financial Services Industry, John’s focus is on meeting your asset accumulation, protection, income endurance, and wealth transfer goals.


 


Vision:


 


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 incorporated into every financial plan and investment management program. My role is to facilitate this process by explaining the relevant opportunity costs and help add the greatest value for the future. In this capacity, I am fully dedicated to meeting and exceeding your individual, family, business, and institutional needs.


 


Education & Related Industry Experience


 


Bachelor of Science in Business Administration/Accounting – Towson State University


National Association of Security Dealers – NASD Series 7, 66, & 24 Licenses


Life, Health, and Variable Annuity Insurance Licenses State of Florida & North Carolina


Chartered Bank Auditor and Financial Markets Audit Specialist


Trust and Investment Services Manager


 


Professional


 


Retirement Planning Specialist -AXA Advisors


Member Bahia Shrine – Yacht Club Secretary


AXA Day of Service – Instructor


John T.Widman is a registered representative and investment advisor representative who offers securities and investment advisory services through AXA Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC, and is an agent who offers annuity and insurance products through AXA Network, LLC and/or its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Price Financial Services is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. PPG-81993 (12/2014)


 

 

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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