Best Financial Advisors in Jacksonville, FL

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List of Firms

Jacksonville, FL Fiduciary Financial Advisors

Della Porta Financial Advisors, Inc.
Location 7807 Baymeadows Rd E #301a, Jacksonville, FL 32256, USA
Phone (904) 646-0310
Paragon Wealth Strategies
SEC File# 801-79640
CRD# 146543

5 out of 5

Location 10245 Centurion Pkwy N #106, Jacksonville, FL 32256, USA
Phone (904) 861-0093
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
Raymond James & Associates
SEC File# 801-10418
CRD# 705

4 out of 5

Location 245 Riverside Ave #500, Jacksonville, FL 32202, USA
Phone (904) 858-4100
Jeanne Peterson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6817 Southpoint Pkwy Ste 1001, Jacksonville, FL 32216, USA
Phone (904) 475-2980
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
David Fox - Financial Advisor, Ameriprise Financial Services, LLC
Location 6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, USA
Phone (904) 421-7555
Investment Management Group & Pension Management

5 out of 5

Location 8771 Perimeter Park Ct #103, Jacksonville, FL 32216, USA
Phone (877) 731-9955
Avondale Wealth Advisors Jacksonville

5 out of 5

Location 904 Margaret St Suite 103, Jacksonville, FL 32204, USA
Phone (904) 683-6211
Jacksonville Financial Planner
Location 7003 Crispin Cove Dr, Jacksonville, FL 32258, USA
Phone (904) 233-1888
Merrill Lynch Wealth Management Advisor Lynn S. Polley-Hoffman
Location 50 N Laura St Suite 3700, Jacksonville, FL 32202, USA
Phone (904) 634-6106
First Command Financial Advisor - Joey Bergman
SEC File# 801-56942
CRD# 281958
Location 320 1st St N Suite 601, Jacksonville Beach, FL 32250, USA
Phone (904) 246-8011
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor A Perry Chappell
Location 50 N Laura St Suite 3700, Jacksonville, FL 32202, USA
Phone (904) 634-6182
Merrill Lynch Wealth Management Advisor Gray A. Camp
Location 50 N Laura St Suite 3700, Jacksonville, FL 32202, USA
Phone (904) 634-6045
TOAMS Financial
SEC File# 801-120648
CRD# 300043

5 out of 5

Location 1901 University Blvd W, Jacksonville, FL 32207, USA
Phone (904) 733-5321
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
David N Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

4 out of 5

Location 4601 Touchton Rd Ste 3120, Jacksonville, FL 32246, USA
Phone (904) 339-0015
Linda Forte - Financial Advisor, Ameriprise Financial Services, LLC
Location 6817 Southpoint Pkwy STE 1303, Jacksonville, FL 32216, USA
Phone (904) 332-9235
Edward Jones - Financial Advisor: David E McDonough

5 out of 5

Location 13171 Atlantic Blvd Suite 400, Jacksonville, FL 32225, USA
Phone (904) 221-8501
IMG Wealth Management, Inc.
SEC File# 801-111055
CRD# 158043
Location 8771 Perimeter Park Ct #102, Jacksonville, FL 32216, USA
Jon Hill - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

4 out of 5

Location 6817 Southpoint Pkwy Ste 1001, Jacksonville, FL 32216, USA
Phone (904) 475-2980
Raymond James Financial Services
Location 3030 Hartley Rd #190, Jacksonville, FL 32257, USA
Phone (904) 288-9001
Family Wealth Advisors
Location 2141 Park St, Jacksonville, FL 32204, USA
Phone (904) 379-3386
JVD Financial
Location 5450 Marcia Cir, Jacksonville, FL 32210, USA
Phone (904) 683-9603
Merrill Lynch Wealth Management Advisor William H Merriam

5 out of 5

Location 4800 E Deer Lake Dr Suite 1A, Jacksonville, FL 32246, USA
Phone (904) 218-5931
EXCLUSIVE ADVISORS LLC
Location 10739 Deerwood Park Blvd #105, Jacksonville, FL 32256, USA
Phone (904) 363-9995
Camarda Wealth Advisory Group

5 out of 5

Location 4600 Touchton Rd bldg 100 suite 150, Jacksonville, FL 32246, USA
Phone (904) 587-2510
Wolf Retirement Navigation LLC
SEC File# 801-116701
CRD# 173822

5 out of 5

Location 4230 Pablo Professional Ct #101, Jacksonville, FL 32224, USA
Phone (904) 232-8760
Hubbard Financial Planners

5 out of 5

Location 4040 Woodcock Dr # 205, Jacksonville, FL 32207, USA
Phone (904) 399-8883
Van Wie Financial

5 out of 5

Location 1538 The Greens Way #105, Jacksonville Beach, FL 32250, USA
Phone (904) 685-1505
Mary Vertner - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 13400 Sutton Park Dr S STE 1104, Jacksonville, FL 32224, USA
Phone (904) 992-8535
Brandon M Flynn - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

4 out of 5

Location 6817 Southpoint Pkwy Ste 1001, Jacksonville, FL 32216, USA
Phone (904) 475-2980
Edward Jones - Financial Advisor: Chance Owen, AAMS™|CRPC®
Location 3578 St Johns Ave, Jacksonville, FL 32205, USA
Phone (904) 379-3746
Madden Advisory Services, Inc.
SEC File# 801-62774
CRD# 112607

5 out of 5

Location 5200 Belfort Rd #410, Jacksonville, FL 32256, USA
Phone (904) 296-1127
Merrill Lynch Wealth Management Advisor David M Baker
Location 50 N Laura St Suite 3700, Jacksonville, FL 32202, USA
Phone (904) 634-6048
River City Wealth Management
SEC File# 801-121329
CRD# 314312
Location 10175 Fortune Pkwy UNIT 603, Jacksonville, FL 32256, USA
Phone (904) 374-9098
Life Planning Partners
SEC File# 801-107568
CRD# 129338

4 out of 5

Location 6550 St Augustine Rd #302, Jacksonville, FL 32217, USA
Phone (904) 448-5158
RFW Wealth Advisors
Location 4776 Hodges Blvd, Jacksonville, FL 32224, USA
Phone (904) 517-5400
Capital Analysts Inc

5 out of 5

Location 7077 Bonneval Rd, Jacksonville, FL 32216, USA
Phone (904) 730-7433
Sanchez Wealth Management
SEC File# 801-78772
CRD# 169274
Location 5150 Belfort Rd, Jacksonville, FL 32256, USA
Phone (904) 281-9261
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About Jacksonville, FL

Jacksonville is a city in Florida that is known for its beaches, golf courses, and miles of waterways. The city is also home to several Fortune 500 companies, including CSX and Fidelity National Financial. Major highways in Jacksonville include I-10 and I-95, while the city's main streets are Park Street, Bay Street, and Atlantic Boulevard. Jacksonville's neighborhoods include Riverside, San Marco, and Avondale.

Where Certified Financial Advisors in Jacksonville, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a wide range of services to their customers, from simple checking and savings accounts to more complex products like mortgages and investments. In Jacksonville, FL, residents can take advantage of all that banks have to offer.One popular service is the use of ATMs for withdrawing cash without having to go into a physical bank location. This is especially convenient for people who live or work in busy areas where getting to a bank during business hours can be difficult. Most banks also offer online banking, which allows customers to check account balances, make transfers, and pay bills without having to go through the hassle of writing checks or dealing with envelopes and stamps. Another great service that banks provide is free access to many branches and ATMs nationwide. If you're on vacation or traveling for work, this can come in handy since you'll be able to find an ATM near wherever you are without paying any extra fees. And if you need help with something specific, such as opening a new account or applying for a loan, most banks have knowledgeable staff members available during extended hours who can assist you in whatever way they can.

Insurance Broker

If you live in Jacksonville, FL and are looking for insurance, you may want to consider working with a broker. An insurance broker can help you find the best policy for your needs and budget, and they can also help you file claims and navigate the complex world of insurance.

Retirement Planning

Financial advisors in Jacksonville, FL can help residents create a retirement plan that will best suit their needs. Many people do not realize the importance of having a solid plan in place, and often wait until it is too late to make any changes. This can lead to a number of problems down the road, including running out of money during retirement. A financial advisor can work with you to create a plan that will allow you to retire comfortably and without worry.

Wealth Management

Wealth management is a process that helps individuals and families grow, preserve, and distribute their wealth. It includes financial planning, investment management, trust and estate administration, and other related services. Wealth management can be especially helpful for Jacksonville, FL residents because the city has a large number of retirees. Many retirees find themselves with more money than they know what to do with, and they need help managing it wisely. Wealth management can provide them with the advice and guidance they need to make sound financial decisions.

Estate Planning Lawyer

Estate planning lawyers in Jacksonville, FL can help residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, you can make sure that your property is distributed in the way you want, and that your loved ones are taken care of financially after you're gone. If you don't have an estate plan, your assets may be divided up according to state law, which may not be what you want. Contact an estate planning lawyer today to get started on creating a plan that's right for you.

Mortgage Loan Officer

Mortgage loan officers in Jacksonville, FL can help residents by providing information on the different types of mortgages available and by helping them to find the best mortgage for their needs. They can also assist with the application process and with finding a lender.

Tax Services

Residents of Jacksonville, FL can benefit from the help of tax accountants in order to ensure that they are receiving all of the deductions and credits to which they are entitled. Tax accountants have the expertise to help residents file their taxes correctly and maximize their return. In addition, tax accountants can also provide advice on how to reduce one's taxable income. For example, by making wise investment choices, taxpayers may be able to minimize their annual tax burden.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Jacksonville, FL