Duval County, FL Financial Advisors and Resources



Financial Advisor Firms in Duval County, FL


TIMUCUAN ASSET MANAGEMENT INC

Website

(904) 356-1739

200 West Forsyth Street
Suite 1600
Jacksonville, FL 32202

SEC#: 801-36461
Years in Business: 31 years

RIVERPLACE CAPITAL MANAGEMENT INC

Website

(904) 346-3460

1301 Riverplace Blvd
Suite 2130
Jacksonville, FL 32207

SEC#: 801-79970
Years in Business: 7 years

GUNN & COMPANY INVESTMENT MANAGEMENT, INC.

Website

(904) 296-2025

4350 Pablo Professional Court
Suite 210
Jacksonville, FL 32224

SEC#: 801-112077
Years in Business: 3 years

NESTEGGS, INC.

Website

(904) 348-3131

10407 Centurion Parkway North
Suite 126
Jacksonville, FL 32256

SEC#: 801-63869
Years in Business: 16 years

DAVIS CAPITAL MANAGEMENT

Website

(904) 223-0510

4788 Hodges Blvd
Ste # 201
Jacksonville, FL 32224

SEC#: 801-118162
Years in Business: 1 years

WATER STREET CAPITAL, INC.

Website

(904) 355-5959

4306 Pablo Oaks Court

Jacksonville, FL 32224

SEC#: 801-73810
Years in Business: 9 years

SANCHEZ WEALTH MANAGEMENT GROUP, LLC

Website

(904) 281-9261

5150 Belfort Rd., Suite 702

Jacksonville, FL 32256

SEC#: 801-78772
Years in Business: 7 years

BDO WEALTH ADVISORS, LLC

Website

(904) 396-4015

501 Riverside Avenue
Suite 800
Jacksonville, FL 32202

SEC#: 801-108306
Years in Business: 5 years

MADDEN ADVISORY SERVICES, INC.

Website

(904) 296-1127

5200 Belfort Road
Suite 410
Jacksonville, FL 32256

SEC#: 801-62774
Years in Business: 17 years


How Retirement-Friendly is Duval County, FL?

  • Population: 936,186
  • % of Population 62 Years and Over: 17.1%
  • Average Home Value: $190,900
  • Average Monthly Housing Cost: $1,084
  • Average Household Income: $77,522
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


Duval County, FL Financial Advisor FAQs

A financial advisor helps investors make smarter investing decisions. They do this by helping the investor decide how much risk they are comfortable taking on in their investment strategy, and then building a portfolio for them that aligns with their desired level of risk.
Whether it's investing for retirement, buying a home, paying off debt, or just planning for emergencies, smart financial planning - including saving and streamlining costs - can add measurable value to any life stage. Financial advisors take care of these tasks in behalf of their clients.
A financial advisor should have qualities that you are looking for in a business partner. This is because they will become an integral part of your company's strategies and their advice will shape the manner in which your company operates, at least according to you're intentions for it.
The pricing depends on the complexity of your needs and goals. Many factors like how much risk you're willing to take, your tax situation, account types (i.e. Traditional vs Roth IRA), number of accounts you have will impact the cost of enlisting a financial advisor to look after your money.