Campbell and Company is a full-service financial services and CPA firm based in Odessa, FL. With over 30 team members located in multiple states, they offer a range of services including tax planning, retirement planning, estate planning, investment management, and personal financial planning. Their mission is to have a significant impact on their clients' lives by providing personalized recommendations and ideas that reduce unpleasant surprises and solve people's problems.
Founded by Jackie Campbell over 30 years ago, Campbell and Company has grown from a kitchen table operation to three office locations in the Tampa Bay Area. They pride themselves on their family-oriented approach, with many clients and team members having been with the company for decades. As a fiduciary, Jackie Campbell and her team are committed to helping individuals and businesses invest smarter, plan for success, and preserve and protect their wealth for seamless transfer to the next generation.
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