One Stop For All of Your Needs

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Building a comfortable, secure future for yourself and your family requires paying attention to your finances and working to keep them growing and expanding so you have resources later in life.


Investments are key for those interested in taking their existing resources and allowing them to grow in an efficient way. A diverse portfolio and strong planning can enable you to increase your financial resources for future use.  

Make your money work for you

Let us help you build your portfolio

Investing is a very personal decision and it is important that you choose your investments carefully to have the best chances of good results. Selecting your investments according to your interests and goals helps you to develop a diverse portfolio with ideal growth potential.


Get in touch with us to discuss your investment goals and let us put our experience to work for you. Visit our convenient location and make us your one-stop shop for investment and insurance services.

Make a statement about your business that inspires people

Schedule a consultation

Securities and Advisory Services offered through Calton & Associates, Inc. Member FINRA/SIPC

2701 N. Rocky Point Dr., Suite 1000, Tampa FL 33607 (813)264-0440

JKC Insurance & Investment Services LLC and Calton & Associates, Inc. are separate entities.


Chad Schwoerer

Investment Advisor Representative

Check the background of this investment professional on FINRA's BrokerCheck