Our Company

About Us

A family owned and operated business, Albertson Financial Group possesses over three decades of investment experience, founded firmly upon the values associated with building personal, lasting relationships - trust, straightforwardness, honesty, and integrity. Albertson Financial Group offers retirees, and those about to retire, personal investment guidance from an experienced investment professional.  

Whether you seek guidance on retirement and estate planning, asset protection, income replacement, long-term care protection, or overall portfolio management, our goal is to help you acquire the information you need, from a trusted source, allowing you to pursue your financial objectives, while providing you with peace-of-mind.

 Our Mission

• Help you select the proper asset allocation for you, your family and your heirs.
• Tailor a program to your individual needs.
• Provide you with safe, secure, investment opportunities.
• Make all information easy-to-follow, in real words you can understand.
• Treat you with the dignity you deserve, while always earning your respect.
• Our Team

  Paula Albertson

  Paula Albertson, CEO of Albertson Financial Group, has been helping retirees and those approaching retirement manage and protect their financial futures for over 26 years. As a top honors graduate of Stetson University and The University of Oklahoma MBA program, Paula is well versed in both financial planning and insurance services. She is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and a Certified Senior Advisor (CSA). She continually strives to advance her knowledge of recent financial trends so that she may educate her clients and offer each the highest level of service. She is dedicated to understanding and guiding each client through sound investment options to secure and preserve their financial futures. As a long time resident of the Tampa area, Paula passionately serves to educate the community through financial workshops, with topics relating to conservative investment opportunities and preservation of capital. She looks forward to meeting with you to discuss your individual financial needs.

   

  Merle Hanneken

  Merle Hanneken was born in St. Louis, Missouri, and spent most of his childhood in the farmlands of southern Illinois. He graduated from Southern Illinois University with a degree in Marketing, and began his career with the Kellogg Company of Battle Creek, and through career progression was relocated to Lakeland, Florida. Merle has spent the past 20-plus years assisting corporations in reaching their financial objectives, as President and past Board Member of a leading, multi-million dollar international consumer packaged goods company, and as owner of his own business-consulting firm, and now represents Albertson Financial Group as acting President.  He is well versed in financial planning, retirement planning, and the insurance market.   He is committed to his clients, providing a safe and secure alternative for preserving wealth and improving retirement income. He has the dedication and desire to provide his clients with the best product with the highest return available, with consideration given to personal risk tolerance.

   

Albertson Financial Group

1104 East Baker St. 
Plant City, FL 33563

Paula Albertson, CLU,ChFC, CSA
paula@albertsonfinancialgroup.com