Jacksonville Beach, FL Financial Advisors and Resources



Financial Advisor Firms in Jacksonville Beach, FL


SAWGRASS ASSET MANAGEMENT LLC

Website

(904) 493-5500

1579 The Greens Way
Suite 20
Jacksonville Beach, FL 32250

SEC#: 801-55243
Years in Business: 23 years

INTREPID CAPITAL MANAGEMENT INC

Website

(904) 246-3433

1400 Marsh Landing Parkway Ste 106

Jacksonville Beach, FL 32250

SEC#: 801-47894
Years in Business: 26 years

ULLMANN WEALTH PARTNERS

Website

(904) 280-3700

1540 The Greens Way

Jacksonville Beach, FL 32250

SEC#: 801-61563
Years in Business: 18 years

LIONSBRIDGE WEALTH MANAGEMENT LLC

Website

(904) 562-5194

1514 Roberts Drive

Jacksonville Beach, FL 32250

SEC#: 801-113258
Years in Business: 3 years

WARREN EQUITY PARTNERS MANAGER, L.P.

Website

(904) 746-3361

1030 2nd Street South
Suite #201
Jacksonville Beach, FL 32250

SEC#: 801-117079
Years in Business: 2 years

PALM VALLEY CAPITAL MANAGEMENT

Website

(904) 747-2345

422 Jacksonville Drive

Jacksonville Beach, FL 32250

SEC#: 801-114514
Years in Business: 2 years

FIRST COMMAND ADVISORY SERVICES

Website

(904) 246-8011

320 1st Street N
Suite 601
Jacksonville Beach, FL 32250

SEC#: 801-56942
Years in Business: 16 years

FIRST COMMAND ADVISORY SERVICES

Website

(904) 246-8011

320 1st Street N
Suite 601
Jacksonville Beach, FL 32250

SEC#: 801-56942
Years in Business: 16 years

IFP ADVISORS, LLC

Website

(833) 342-5796

324 6th Ave North

Jacksonville Beach, FL 32250

SEC#: 801-69511
Years in Business: 13 years


How Retirement-Friendly is Jacksonville Beach, FL?

  • Population: 23,399
  • % of Population 62 Years and Over: 23.9%
  • Average Home Value: $365,400
  • Average Monthly Housing Cost: $1,546
  • Average Household Income: $120,638
  • 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.)


Jacksonville Beach, FL Financial Advisor FAQs

What is his/her investment philosophy? How long has he/she been in the industry? Does he/she have certifications and licenses?
Financial advisors typically need to put in the hours-consuming work that their clients expect, which means that they often charge around $150 to $350 an hour, depending on what other services are provided.
A good financial advisor should be willing to discuss their own education, training, qualifications and experience with you. They must also ask you the right questions before recommending any specific investment product or strategy for your circumstances.
Financial advisors offer advice on every possible aspect of financial planning such as investments, insurance, and retirement. They can help you improve your savings rate, curb your spending habits, and create a plan to financially secure the future of your family.