Retirement Planning in Duval County, FL

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Top Retirement Planners in Duval County, FL

Terry Surrency - UBS Financial Services Inc.
Location One Independent Drive, E Independent Dr, Jacksonville, FL 32202, USA
Phone (904) 358-4173
SEC File# 801-63869
CRD# 133507
Location 10407 Centurion Pkwy N #126, Jacksonville, FL 32256, USA
Phone (904) 348-3131
Time Monday: 7:00 AM – 4:00 PM Tuesday: 7:00 AM – 4:00 PM Wednesday: 7:00 AM – 4:00 PM Thursday: 7:00 AM – 4:00 PM Friday: 7:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Reid T Fitzpatrick Financial Planning
Location 1858 Brush Hill Rd, Jacksonville, FL 32211, USA
Phone (904) 476-1755
SEC File# 801-63261
CRD# 122758
Location 4720 Salisbury Rd #227, Jacksonville, FL 32256, USA
Phone (904) 329-7953
InVestra Financial Services
SEC File# 801-78808
CRD# 168267
Location 1431 Riverplace Blvd # 910, Jacksonville, FL 32207, USA
Phone (904) 880-7878
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
SEC File# 801-114202
CRD# 151889
5 out of 5
Location 4745 Sutton Park Ct suite 303, Jacksonville, FL 32224, USA
Phone (904) 721-2345
Petros Estate & Retirement Planning
Location 4655 Salisbury Rd #100, Jacksonville, FL 32256, USA
Phone (904) 824-5656
Florida Wealth Planning Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, USA
Phone (904) 421-7545
Professional Retirement Services
Location 300 W Adams St #500, Jacksonville, FL 32202, USA
Phone (904) 381-9080
Brian Chappell, CRPS - UBS Financial Services Inc.
Location 1 Independent Dr 30th Floor, Jacksonville, FL 32202, USA
Phone (904) 358-4105
SEC File# 801-54952
CRD# 42803
Location 653-1 8th St W, Jacksonville, FL 32209, USA
Phone (904) 244-8160
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
Jerald I Seebol - Morgan Stanley
Location 50 N Laura St Ste 2000, Jacksonville, FL 32202, USA
Phone (904) 632-0252
Total Business Planning Inc.
Location 1354 N Laura St, Jacksonville, FL 32206, USA
Phone (904) 616-9992
Jax Wealth Advisors
5 out of 5
Location 3840 Belfort Rd suite 103, Jacksonville, FL 32216, USA
Phone (904) 296-7526
Elicia Mundy - UBS Financial Services Inc.
Location One Independent Drive, E Independent Dr, Jacksonville, FL 32202, USA
Phone (904) 301-3133
Retirement Planning in Duval County, FL

About Duval County, FL for Those Planning to Retire

Duval County is located in northeastern Florida and is the most populous county in the state. The county seat is Jacksonville, which is also the largest city in Florida. Some of the landmarks in Duval County include the Jacksonville Zoo and Gardens, the Cummer Museum of Art and Gardens, and the Kingsley Plantation. The top employers in Duval County are Walmart, Publix, and CSX Transportation. Major highways and streets in Duval County include I-95, I-10, and US-1. Some of the neighborhoods in Duval County include Arlington, Atlantic Beach, and Mandarin.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Duval County, FL can benefit in a number of ways from the presence of banks and credit unions in their area. There are obvious benefits such as access to loans, lines of credit, and other banking products and services. But banks and credit unions also provide a valuable service by supporting the local economy. They do this by hiring local employees, purchasing goods and services from local businesses, and investing in the community. This helps to create jobs and stimulate economic growth.

Estate Planning Lawyer

Duval County, FL residents can benefit from working with an estate planning lawyer in a number of ways. Estate planning lawyers can help residents create wills and trusts that will ensure their property is distributed according to their wishes after they die. They can also help residents establish guardianship for their children in the event both parents die simultaneously, and can assist with setting up powers of attorney so that someone the resident trusts can make decisions on their behalf if they become incapacitated. In short, estate planning lawyers can help Duval County residents protect themselves and their families both during life and after death.

Mortgage Loan Officer

Living in Duval County, FL comes with its own unique set of challenges, from the high cost of living to the competitive job market. But with the help of a mortgage loan officer, you can overcome any obstacle and get the home you always wanted.A mortgage loan officer can help you secure a loan that fits your budget, even if you have less-than-perfect credit. They can also help you find the best interest rate and work with you to get your application approved as quickly as possible. So if you're ready to buy a home in Duval County, FL, don't hesitate to contact a mortgage loan officer today.

Wealth Management

Living in Duval County, FL comes with a lot of benefits, but it also comes with a lot of responsibilities. One of the most important responsibilities you have is making sure your money is working for you. That's where a wealth manager comes in. A wealth manager can help you invest your money and make sure it's growing while you're not worrying about it. They can also help you plan for retirement and other financial goals.

Financial Advisor

Duval County, FL residents can benefit in many ways by working with a financial advisor. Financial advisors can help people save for retirement, plan for college expenses, and more. In addition, financial advisors can help people make wise investment choices and minimize their tax liability.

Insurance Broker

Duval County, FL is a great place to live, work, and raise a family. But even in the best of counties, accidents can happen. That's where an insurance broker comes in. An insurance broker can help residents of Duval County find the right insurance policy to protect them and their families in case of an accident or other unexpected event. Working with an insurance broker is the best way to make sure you have the coverage you need at a price you can afford.

Tax Services

There are many benefits to working with a tax accountant in Duval County, FL. For starters, tax accountants have the experience and expertise necessary to help residents maximize their tax deductions and credits. They can also help taxpayers file their returns accurately and on time, which can help them avoid costly penalties. In addition, tax accountants can provide valuable advice and guidance on other tax-related matters, such as estate planning and retirement savings. For residents of Duval County who want to make sure they are taking advantage of all the tax breaks available to them, working with a qualified tax accountant is a wise decision.


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