Best Financial Advisors in Clay County, FL

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Clay County, FL Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Chasity D Bell, AAMS™
SEC File# 801-3297
CRD# 250
Location 1550 Business Center Dr Ste A, Fleming Island, FL 32003, USA
Phone (904) 264-9481
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About Clay County, FL

Clay County, Florida is a county located in the U.S. state of Florida. As of the 2010 census, the population was 188,849. The county seat is Green Cove Springs. Clay County is included in the Jacksonville, FL Metropolitan Statistical Area. Some of the landmarks in Clay County include Kingsley Plantation, Orange Park Mall, and Fort George Island Cultural State Park. The top employers in Clay County are Baptist Health, CSX Transportation, and Walmart. Major highways and streets in Clay County include I-295, US-1, and SR-16. Some of the neighborhoods in Clay County include Fleming Island, Orange Park, and Middleburg.

Where Certified Financial Advisors in Clay County, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of any community. They provide stability and trust, two things which are essential for a healthy economy. In Clay County, FL, the banks have been working hard to provide their residents with the best possible services. One of the most important services that banks can offer is access to capital. Small businesses are the backbone of any community, and they need access to capital in order to grow and create jobs. Banks can also work with residents to help them save for retirement or for other big expenses. In addition to these traditional services, banks are also offering new services like mobile banking and online bill payment. This allows residents to bank from anywhere at any time. And by using online bill payment, residents can save money on postage and late fees. The banks in Clay County are committed to providing quality service to their residents. If you're not already a customer, I encourage you to stop by your local bank branch today and see what they can do for you.

Insurance Broker

Clay County, FL residents have a number of options when it comes to insurance. However, many residents may not be aware of the services that insurance brokers can offer. Insurance brokers are licensed professionals who can help residents compare rates and find the best policies for their needs. They can also help residents file claims and navigate the complex world of insurance. If you're looking for help finding or understanding your insurance policy, contact an insurance broker today.

Retirement Planning

Clay County, FL residents may be interested in working with a financial advisor to help with retirement planning. Financial advisors can provide a variety of services, such as developing a retirement plan, helping to choose the right investments, and providing guidance on tax strategies. Residents of Clay County can find financial advisors who specialize in retirement planning by using the directory on this website.

Wealth Management

Clay County, FL is one of the richest counties in the United States. But even with all its wealth, there are still many people who live below the poverty line. One reason for this is that a lot of money is squandered on things that don't really matter. A good way to prevent this from happening and to make sure that more people can benefit from the county's wealth is through proper wealth management. Wealth management can help residents save money and invest it in ways that will improve their lives. It can also help to create jobs and spur economic growth in the county.

Estate Planning Lawyer

Estate planning lawyers in Clay County, FL can help residents create wills and trusts that will ensure their assets are distributed according to their wishes after they die. They can also help residents set up guardianship arrangements for their children in case something happens to them. And if a resident becomes incapacitated, an estate planning lawyer can help with the legal process of appointing a conservator to manage their affairs.

Mortgage Loan Officer

Mortgage loan officers can help Clay County, FL residents by providing them with the best mortgage rates and terms available. In addition, they can help borrowers understand the various mortgage products that are available, and guide them through the application process. By providing this valuable assistance, mortgage loan officers can help homeowners in Clay County obtain the financing they need to purchase or refinance a home.

Tax Services

Clay County, FL residents can benefit from the help of tax accountants in order to maximize their tax deductions and minimize their taxable income. Tax accountants are experts in helping people navigate the complex tax code, and they can help Clay County residents take advantage of every deduction and credit to which they are entitled. In addition, tax accountants can advise taxpayers on how to structure their finances in order to pay the least amount of taxes possible.


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