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Serving Retirees in NE Florida since 2001

Join us at our new Nocatee Office Learning Lounge for an upcoming event! The perfect place to meet the team, have lunch and converse with fellow retirees and community members.

New Nocatee Office is OPEN! Stop by for coffee & cookies, attend an event, or schedule a one-on-one conversation about your retirement goals.

On a Personal Note

A few more things about S&Co.

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Don't forget your cookies!

We bake fresh chocolate chip cookies for every client who comes to the office! Be careful, they are hard to put down!

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Our client events can't be beat!

Our client events aren't stuffy financial seminars! We have a lot of fun, and you are sure to meet some great retirees there!

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We love Wolfson Children's Hospital

Ever since the Stratton family was helped so much through a difficult time with a child, we have tried to give back with regular toy drives to Wolfson.