Best Financial Advisors in Duval County, FL

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List of Firms

Duval County, FL Fiduciary Financial Advisors

Brad Huntley - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10161 Centurion Pkwy N Ste 105, Jacksonville, FL 32256, USA
Phone (904) 801-1670
Jim Dickert - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10175 Fortune Pkwy Ste 204, Jacksonville, FL 32256, USA
Phone (904) 519-0551
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Jax Wealth Advisors
5 out of 5
Location 3840 Belfort Rd suite 103, Jacksonville, FL 32216, USA
Phone (904) 296-7526
Morgan Stanley Financial Advisors
Location 50 N Laura St Ste 2000, Jacksonville, FL 32202, USA
Phone (904) 632-0200
Davis Capital Management
SEC File# 801-118162
CRD# 149014
5 out of 5
Location 4788 Hodges Blvd # 201, Jacksonville, FL 32224, USA
Phone (904) 223-0510
Jacksonville Wealth Management
SEC File# 801-120427
CRD# 309312
Location 8075 Gate Pkwy W #101, Jacksonville, FL 32216, USA
Phone (904) 923-7526
369 Financial | Jacksonville Financial Advisors
5 out of 5
Location 9424 Baymeadows Rd Unit 250, Jacksonville, FL 32256, USA
Phone (904) 513-8000
Florida Financial Advisors
5 out of 5
Location 100 N Laura St # 802, Jacksonville, FL 32202, USA
Phone (904) 371-4435
Huntley and Gonzalez Wealth Management Group - Ameriprise Financial Services
SEC File# 801-28543
CRD# 6363
Location 10161 Centurion Pkwy N Ste 105, Jacksonville, FL 32256, USA
Phone (904) 801-1670
River Capital Advisors, L.C.
SEC File# 801-64178
CRD# 133706
Location 5011 Gate Pkwy #300, Jacksonville, FL 32256, USA
Phone (904) 398-2075
TrustWell Financial Advisors
SEC File# 801-120250
CRD# 108426
5 out of 5
Location 8825 Perimeter Park Blvd #304, Jacksonville, FL 32216, USA
Phone (904) 996-7800
S & H Investments
Location 5047 Cape Elizabeth Ct W, Jacksonville, FL 32277, USA
Phone (904) 551-7340
Cory Driscoll - Raymond James
Location 8825 Perimeter Park Blvd, Jacksonville, FL 32216, USA
Phone (904) 620-9906
First Command Financial Advisor - David Mainster
Location 320 1st St N Suite 601, Jacksonville Beach, FL 32250, USA
Phone (904) 246-8011
Brian Chappell, CRPS - UBS Financial Services Inc.
Location 1 Independent Dr 30th Floor, Jacksonville, FL 32202, USA
Phone (904) 358-4105
Hubbard Financial Planners
5 out of 5
Location 4040 Woodcock Dr # 205, Jacksonville, FL 32207, USA
Phone (904) 399-8883
Waddell & Reed, Inc. - Financial Advisors
Location 4600 Touchton Rd, Jacksonville, FL 32246, USA
Phone (904) 448-2743
Matthew Mc Cullough - Financial Advisor, Ameriprise Financial Services, LLC
Location 4651 Salisbury Rd #275, Jacksonville, FL 32256, USA
Phone (904) 296-1613
David Fox - Financial Advisor, Ameriprise Financial Services, LLC
Location 6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, USA
Phone (904) 421-7555
David N Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC
4 out of 5
Location 4601 Touchton Rd Ste 3120, Jacksonville, FL 32246, USA
Phone (904) 339-0015
Financial Advisors in Duval County, FL

Where Certified Financial Advisors in Duval County, FL Serve

Duval County is located in northeastern Florida. The county Seat is Jacksonville. Major highways and streets include Interstate 95, the Florida Turnpike, and U.S. Route 1. The top employers are the Jacksonville Sheriff's Office, Duval County Public Schools, and Baptist Health-Jacksonville. The major neighborhoods are Riverside, San Marco, and Avondale.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are essential institutions that provide a variety of important services to their customers. In Duval County, FL, residents can rely on banks to help them save money, borrow money, and manage their finances. Banks offer a variety of products and services to meet the needs of their customers, including checking and savings accounts, mortgages, car loans, and credit cards. They also offer online banking and mobile banking options that make it easy for customers to access their accounts from anywhere at any time.

Insurance Broker

Duval County, FL residents can benefit from the help of insurance brokers when it comes to finding the right insurance policy for their needs. Insurance brokers are experts in their field and can help residents compare policies and find the best rates. They can also assist residents in filing claims and understanding their policy coverage.

Retirement Planning

Duval County, FL residents can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help residents understand what retirement planning options are available to them, and can help them make informed decisions about how to save for retirement. Advisors can also provide guidance on when to start withdrawing money from retirement savings accounts, and can help residents stay on track with their retirement savings goals.

Wealth Management

Duval County, FL residents can benefit from wealth management services in order to protect their finances and grow their assets. Wealth management is a process that involves creating and implementing a plan that will help you reach your financial goals. It can include investment planning, retirement planning, tax planning, and more.

Estate Planning Lawyer

Estate planning lawyers can help Duval County, FL residents in a number of ways. For one, they can help residents create wills and trusts that will protect their assets and ensure that their loved ones are taken care of after they die. Additionally, estate planning lawyers can help residents set up guardianship arrangements for their children in the event that both parents die unexpectedly. Finally, estate planning lawyers can advise residents on how to best structure their estates so as to minimize taxes and other liabilities.

Mortgage Loan Officer

Mortgage loan officers can help Duval County, FL residents in a number of ways. They can provide advice on the best type of mortgage for a particular borrower's needs, and they can also help borrowers to find the best rates and terms available. In addition, mortgage loan officers can work with borrowers to ensure that they are getting the most out of their home loans. This includes helping them to avoid penalties and fees, and to stay on top of their payments.

Tax Services

Duval County, FL residents can benefit from the help of tax accountants in order to ensure that they are filing their taxes correctly and getting the most out of their return. Tax accountants can help residents understand what deductions they are eligible for and how to claim them, as well as help them plan for the future by projecting their annual income and expenses. In addition, tax accountants can assist with estate planning and helping heirs navigate the complex tax code after a death in the family.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Duval County, FL