Brice Financial Services
Our passion for helping the independent business owners and families of the communities we serve run deep, by providing investment management services and insurance policies that make sense and provide quality benefits to you and your loved ones. We investigate every insurance company in the state of Florida to find the very best plan to fit you and your needs both medically and financially. Because we are registered fiduciaries, we always put our client’s needs before our own. Here at Brice Financial Services we have access to the healthcare and retirement plans that you need at an affordable price. Let us be your guide to better living through affordable insurance and retirement planning.
Your Financial Adviser
Principal and Owner of Brice Financial Services, Inc., a Registered Investment Advisory firm based in Miami, Florida. Alex’s practice focuses on investment management, insurance advisory services, and self-directed Individual 401(k) trust procurement.
Alex is recognized as a health, life, and disability insurance expert, and a leading financial adviser in the self-directed retirement plan field. As a registered fiduciary, he routinely consults with and establishes for small business owners, self-directed Individual 401(k) and IRA plans, while providing optimal investment management and insurance advisory fee-based services.
Alex Nelson’s FINRA CRD number is 6474481 and his National Insurance Producer Number is 16303280. Brice Financial Services, Inc.’s FINRA CRD number is 173358 and the National Insurance Agency Number is 17804433.
Additional information about Alex Nelson and Brice Financial Services, Inc. is available on the federal Security and Exchange Commission’s website at www.adviserinfo.sec.gov and on the state of Florida Department of Financial Services website at www.myfloridacfo.com.