Best Financial Advisors in Neptune Beach, FL

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List of Firms

Neptune Beach, FL Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Austin Hnath
SEC File# 801-3297
CRD# 250

5 out of 5

Location 920 3rd St Suite A, Neptune Beach, FL 32266, USA
Phone (904) 247-8222
Swell Wealth Management
Location 446 3rd St, Neptune Beach, FL 32266, USA
Phone (904) 885-6152
Sage Path Financial Advisors

5 out of 5

Location 512 Rosebud Ln, Neptune Beach, FL 32266, USA
Phone (904) 366-9388
Eleven Atlantic

4 out of 5

Location 442 3rd St, Neptune Beach, FL 32266, USA
Phone (904) 247-3406
Gary Thompson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 376 Ahern St, Atlantic Beach, FL 32233, USA
Phone (904) 576-0600
Mary Carter - Raymond James

5 out of 5

Location 131 2nd Ave N STE 200, Jacksonville Beach, FL 32250, USA
Phone (904) 246-0346
First Command Financial Advisor - Art Porcelli
SEC File# 801-56942
CRD# 281958
Location 320 1st St N Suite 601, Jacksonville Beach, FL 32250, USA
Phone (904) 246-8011
Raymond James Financial Services
Location 131 2nd Ave N #100, Jacksonville Beach, FL 32250, USA
Phone (904) 241-1214
Raymond James Financial Services
Location 830 3rd St S #104, Jacksonville Beach, FL 32250, USA
Phone (904) 372-4900
First Command Financial Advisor - Brandon Siders
SEC File# 801-56942
CRD# 281958
Location 320 1st St N Suite 601, Jacksonville Beach, FL 32250, USA
Phone (904) 246-8011
Raymond James: Ron May / Susan Hartman
Location 420 Osceola Ave, Jacksonville Beach, FL 32250, USA
Phone (904) 246-7484
Lisa S Eberbach CPA PA
Location 1208 Forest Marsh Dr, Neptune Beach, FL 32266, USA
Phone (904) 382-8444
Coast To Coast Financial Planning David E. Hudson, CFP®, CRPC®
Location 2602 Isabella Blvd Suite 30, Jacksonville Beach, FL 32250, USA
Phone (904) 281-9196
Lionsbridge Wealth Management LLC
SEC File# 801-113258
CRD# 149019

5 out of 5

Location 1514 Roberts Dr, Jacksonville Beach, FL 32250, USA
Phone (904) 562-5190
Atlantic Investments
Location 524 3rd St S, Jacksonville Beach, FL 32250, USA
Phone (904) 372-4420
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
Ullmann Wealth Partners
SEC File# 801-122769
CRD# 316697
Location 1540 The Greens Way, Jacksonville Beach, FL 32250, USA
Phone (904) 280-3700
Bluejay Advisors Llc
Location 1909 3rd St N, Jacksonville Beach, FL 32250, USA
Phone (904) 571-3609
Ignite Financial LLC
Location 1680 The Greens Way STE 300, Jacksonville Beach, FL 32250, USA
Phone (904) 395-7424
Miller Wealth Management
Location 1011 3rd St N, Jacksonville, FL 32250, USA
Phone (904) 502-3417
Legacy Trust Family Wealth Offices

5 out of 5

Location 4200 Marsh Landing Blvd Suite 100, Jacksonville Beach, FL 32250, USA
Phone (904) 280-9100
iTP Partners
Location 4400 Marsh Landing Blvd Suite 101, Ponte Vedra Beach, FL 32082, USA
Phone (904) 312-9750
Legal Accounting Solutions
Location 301 First St, Neptune Beach, FL 32266, USA
Phone (904) 382-6145
Wells Fargo Advisors
Location 233 3rd St N, Jacksonville Beach, FL 32250, USA
Phone (904) 361-2123
Keith Winter - Financial Advisor, Ameriprise Financial Services, LLC
Location 13475 Atlantic Blvd Unit 8, Jacksonville, FL 32225, USA
Phone (904) 222-6495
B&C Financial Advisors
SEC File# 801-55533
CRD# 110295
Location 110 Professional Dr # 101, Ponte Vedra Beach, FL 32082, USA
Phone (904) 273-9850
Financial Advisor - Jamie Seim, MBA, CFP® - Wells Fargo Advisors LLC

5 out of 5

Location 818 Florida A1A #200, Ponte Vedra Beach, FL 32082, USA
Phone (904) 273-7917
Anderson Financial Partners, Inc.
Location 212 Ponte Vedra Park Dr STE 200, Ponte Vedra Beach, FL 32082, USA
Phone (904) 280-8995
National Financial Assistance
Location 1100 Shetter Ave # 201, Jacksonville, FL 32250, USA
Phone (904) 647-9352
Bank of America (with Drive-thru ATM)

2 out of 5

Location 301 3rd St, Neptune Beach, FL 32266, USA
Phone (904) 246-6401
David N. Adams, Inc.

5 out of 5

Location 166 A1A N #101, Ponte Vedra Beach, FL 32082, USA
Phone (904) 339-0015
Brower Financial Group
SEC File# 801-60722
CRD# 112294

5 out of 5

Location 250 A1A N Suite 100, Ponte Vedra Beach, FL 32082, USA
Phone (904) 280-4015
Merrill Lynch Wealth Management Advisor Ryan P Beshany

5 out of 5

Location 824 A1A N Suite 200, Ponte Vedra Beach, FL 32082, USA
Phone (904) 273-7138
Camarda Wealth Advisory Group
SEC File# 801-61028
CRD# 113784
Location 166 A1A N Suite 101, Ponte Vedra Beach, FL 32082, USA
Phone (904) 587-2511
O'Meara Financial Group
Location 137 Deer Haven Dr, Ponte Vedra Beach, FL 32082, USA
Phone (732) 224-9900
Hank Watson, CPA (Henrietta Watson, CPA)

5 out of 5

Location 814 1st St N, Jacksonville Beach, FL 32250, USA
Phone (904) 234-8221
Liberty Advisory Group
Location 228 Canal Blvd, Ponte Vedra Beach, FL 32082, USA
Phone (904) 834-3544
Edward Jones - Financial Advisor: David E McDonough, CFP®

5 out of 5

Location 13171 Atlantic Blvd # 400, Jacksonville, FL 32225, USA
Phone (904) 221-8501
Merrill Lynch Wealth Management Advisor Ian R Pajcic
Location 824 A1A N Suite 200, Ponte Vedra Beach, FL 32082, USA
Phone (904) 273-7124
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About Neptune Beach, FL

Neptune Beach is a city in Duval County, Florida, United States. The population was 6,723 at the 2010 census. It is part of the Jacksonville metropolitan area. The city was founded on December 1, 1925. The city's major landmarks include the Atlantic Beach Bridge and the Beaches of Jacksonville. The top employers in Neptune Beach are Baptist Health (2,000 employees), Naval Hospital Jacksonville (1,700 employees), and Community First Credit Union (1,100 employees). Major highways and streets in Neptune Beach include A1A, Atlantic Boulevard, and Pablo Road. The neighborhoods in Neptune Beach are Atlantic Beach, Bellair-Meadowbrook Terrace, Fort George Island, Mayport, and San Marco.

Where Certified Financial Advisors in Neptune Beach, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are one of the most important businesses in Neptune Beach, FL. They provide a variety of services to residents, including checking and savings accounts, loans, and credit cards. Banks also offer a wide range of investment products, such as mutual funds and stocks. Additionally, banks can help customers manage their money by providing online banking and bill pay services.

Insurance Broker

Residents of Neptune Beach, FL can rely on insurance brokers to provide them with the best possible insurance coverage for their needs. Insurance brokers have access to a variety of policies from a variety of providers, so they are able to find the perfect policy for each individual or family. In addition, insurance brokers are able to help residents save money on their premiums by negotiating discounts with providers and finding the best rates available.

Retirement Planning

Financial advisors can help Neptune Beach, FL residents with retirement planning by helping them to create a budget and plan for their future. Advisors can also help residents to invest their money wisely and make sure they are getting the most out of their retirement savings.

Wealth Management

Residents of Neptune Beach, FL can benefit from wealth management in a number of ways. By working with a wealth manager, individuals in the area can gain access to a wide range of services and resources that can help them grow their wealth and protect it from unforeseen events. In addition, by partnering with a wealth manager, residents of Neptune Beach can enjoy peace of mind knowing that they have someone who is dedicated to helping them meet their financial goals.

Estate Planning Lawyer

Estate planning lawyers can help Neptune Beach, FL residents in a number of ways. They can help you create a will that ensures your assets are distributed according to your wishes after you die. They can also help you set up trusts to protect your assets from creditors and predators, and to provide for your loved ones after you're gone. And if you become incapacitated, they can help you manage your affairs and make sure your wishes are carried out.

Mortgage Loan Officer

Mortgage loan officers in Neptune Beach, FL can help residents by providing them with the best mortgage options. Residents can also receive information on home buying, refinancing, and more. Mortgage loan officers can provide a variety of services to help make the home buying process easier for residents in Neptune Beach, FL.

Tax Services

Residents of Neptune Beach, FL can benefit from the services of tax accountants in order to ensure that they are getting the best return on their investment. Tax accountants can help residents save money and time by ensuring that their taxes are filed correctly and by providing advice on how to reduce their taxable income. In addition, tax accountants can help residents stay up-to-date on changes in the tax code that may impact them.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Neptune Beach, FL