Savannah Court Financial Advisors, Inc. is a boutique financial planning and investment advisory practice established with the vision of creating a unique and personal experience for clients. Located in Daytona Beach, Florida, the firm was founded by Scott Weidman and his wife, inspired by their daughter Savannah, after purchasing an old home in the historic district. As an unaffiliated entity from JW Cole Financial/Advisors, Savannah Court Financial Advisors emphasizes providing a high level of personal service, akin to the warmth and hospitality of a bed and breakfast.
Serving primarily residents of Florida, the firm offers specialized advisory services including assistance with special needs trusts, ensuring long-term care plans for clients' loved ones. The company holds a Florida Domestic Professional Corporation (DOMP) status established on August 11, 2009, with a filing number P09000067752 and is located at 157 Fairview Avenue in Daytona Beach.
The firm's commitment to personalized service sets it apart; Scott Weidman leads as the President, ensuring that clients are treated not merely as customers but honored guests. Savannah Court Financial Advisors maintains compliance with securities laws, noting limited state services availability on their website, savannahcourtfinancialadvisors.com. The last event in its corporate history was a reinstatement dated March 2, 2015, and it filed its most recent annual report on March 11, 2024, indicating ongoing operational stability.
For those seeking distinguished financial advisory services in Florida, Savannah Court Financial Advisors offers an exclusive blend of professionalism with personalized client engagement.
KEY FACTS ABOUT SAVANNAH COURT FINANCIAL ADVISORS, INC.
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US Businesses
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Companies in Florida
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Volusia County Companies
- Company name
- SAVANNAH COURT FINANCIAL ADVISORS, INC.
- Status
- Active
- Filed Number
- P09000067752
- FEI Number
- 320289327
- Date of Incorporation
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August 11, 2009
Age - 16 years
- Home State
- FL
- Company Type
- Domestic for Profit
CONTACTS
- Website
- http://savannahcourtfinancialadvisors.com
- Phones
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(386) 308-5842
(386) 299-2893
(866) 840-3866
(386) 840-3866
SAVANNAH COURT FINANCIAL ADVISORS, INC. NEAR ME
- Principal Address
- 157 Fairview Avenue,
DAYTONA BEACH,
FL,
32114,
US
- Mailing Address
- 157 Fairview Avenue,
Daytona Beach,
FL,
32114,
US
See Also