About Us

Price Financial Services

Local Office
865 N. S.R. 434                                 Altamonte Springs, FL 32714
Altamonte Springs, FL 32714
Phone:
  • 407-339-4500

Our Team

Cindy Price - CFP® CERTIFIED FINANCIAL PLANNER™ professional

cindy.price@axa-advisors.com

 

 

John T. Widman - Retirement Planning Specialist

john.widman@axa-advisors.com

 

 

Ashley Urquhart - Client Relations Manager

ashley.urquhart@axa-advisors.com

 

 

Our Values Statement

  1. PFS strives to add value by providing advice on any financial decision your family is contemplating.

     

     

  2. Our primary goals are to help you protect, preserve, and accumulate your Legacy assets.

     

     

  3. We strive to get to know you, your family & beneficiaries so we can best fulfill your needs.

     

     

  4. We perform due diligence, plan, and invest today in your best interests to help you thrive tomorrow.

     

     

  5. Our investment discipline is active and customized to your objectives and preferences.

     

     

  6. We can provide referrals to Tax, Legal, and Health Care Professionals who are available and glad to assist you.

     

  7. We provide regular educational events to inform you as to changes in The World of Finance.

     

     

  8. We enjoy networking and social events to keep abreast with community, partners, foundations.

 

  1. You benefit from over 25 years of training and experience in estate strategies and retirement planning.

     

     

  2. Giving back to society is PFS #1 Priority! Without our noble purpose #1-#9 are not possible.

PPG 128526 8/17) (Exp 8/19)

 

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.

Link to axa.com

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