New Financial Services Businesses in Saint Augustine, FL

5 financial services businesses recently registered in Saint Augustine, Florida.

Updated November 12, 2026 · Most recent business filing Oct 8, 2026

5
Total Filings
Oct 8, 2026
Most Recent
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About Financial Services Businesses in Saint Augustine

This page lists new financial services businesses registered in Saint Augustine, Florida. We currently track 5, sourced directly from the Florida Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include Collie Advisory Partners, Refi, and Level Up Finance. The most recent financial services business filing was on Oct 8, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in Saint Augustine, this is one of the freshest prospect lists in the market.

All Filings

Collie Advisory Partners

Jun 24, 2026
Financial ServicesVerifiedSaint Augustine, FL · St. Johns Co.

This financial advisory firm offers tax, accounting, and financial planning services, based in St. Augustine, Florida. Led by James E. Collie, the firm focuses on personalized client support and financial growth, as indicated by the website's service descriptions and local address at 701 Market St.

Refi

Apr 3, 2025
Financial ServicesSaint Augustine, FL · St. Johns Co.

This appears to be a shell or holding LLC potentially for mortgage refinancing activities, based on the name, but lacks clear operational details or matches with local business listings.

Level Up Finance

Apr 1, 2025
Financial ServicesSaint Augustine, FL · St. Johns Co.

This appears to be a financial services or holding entity based on the LLC name, but lacks clear operational details or matches to local businesses.

First Coast Family Bookkeeping

Oct 8, 2026
Financial ServicesVerifiedSaint Augustine, FL · St. Johns Co.

First Coast Family Bookkeeping is a bookkeeping practice serving small businesses, offering monthly bookkeeping plus bank and credit card reconciliation. It reads as a small, owner-run shop rather than a franchise or national brand.

GammaRips

Jan 20, 2026
Financial ServicesVerifiedSaint Augustine, FL · St. Johns Co.

GammaRips is a financial services business that provides daily options trade signals to subscribers. It offers a free tier with daily signal previews and a paid subscription for full access. The service is delivered via phone notifications at 9 AM ET, focusing on overnight options trades.

Pinnacle Payments Group

Jan 13, 2026
Financial ServicesVerifiedSaint Augustine, FL · St. Johns Co.

Provides merchant services and payment processing solutions for businesses across the Southeast.

Palm Valley Wealth Management

Jan 3, 2023
Financial ServicesVerifiedSaint Augustine, FL · St. Johns Co.

Palm Valley Wealth Management is a financial planning and wealth management firm founded by Hunter Kelly, CFP, based in Ponte Vedra, FL. The website offers personalized financial planning, retirement, and investment services. Contact info and manager name match the LLC filing.

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5 New Financial Services LLCs in Saint Augustine, FL | DayOneLead