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Collaborative Financial Strategies
Eric Stratton, PRES
Collaborative Financial Strategies, Inc. is a financial advisory firm based in Ponte Vedra, Florida. The company, operating as S&Co at 40 Tavernier Drive, specializes in retirement planning and wealth management. Officers Eric Stratton and Sam Magdalein are listed on the firm's website, which emphasizes a team-based approach to retirement strategy.
Filed May 29, 2026 · Ponte Vedra, FL · Duval County
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Collaborative Financial Strategies is a financial services business (DOMP) registered on May 29, 2026 with the Florida Division of Corporations. The business is located in Ponte Vedra, Florida 32081. Duval County is its county of record. The filing lists Eric Stratton as PRES.
Filing Details
Entity NameCOLLABORATIVE FINANCIAL STRATEGIES, INC
Entity TypeDOMP
Entity NumberP26000032266
Filing DateMay 29, 2026
Principal AddressLocked
City / State / ZipPonte Vedra, FL 32081
CountyDuval
TimezoneEastern (ET)
EIN on FileNo
Registered AgentERIC
Agent Address
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