Banks & Credit Unions in Neptune Beach, FL

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List of Firms

Bank Branches and ATMs in Neptune Beach, FL

Wells Fargo Bank
3 out of 5
Location 1031 Atlantic Blvd, Atlantic Beach, FL 32233, USA
Phone (904) 685-3020
Directions
Ameris Bank
5 out of 5
Location 1315 3rd St S, Jacksonville Beach, FL 32250, USA
Phone (904) 435-3220
Directions
Bank of America (with Drive-thru ATM)
2 out of 5
Location 301 3rd St, Neptune Beach, FL 32266, USA
Phone (904) 246-6401
Directions
Chase Bank
4 out of 5
Location 650 Atlantic Blvd, Neptune Beach, FL 32266, USA
Phone (904) 242-5145
Directions
Jax Federal Credit Union
4 out of 5
Location 801 Atlantic Blvd, Atlantic Beach, FL 32233, USA
Phone (904) 475-8000
Directions
VyStar Credit Union
4 out of 5
Location 1307 Atlantic Blvd, Neptune Beach, FL 32266, USA
Phone (904) 420-5711
Directions
VyStar Credit Union
5 out of 5
Location 100 3rd St N, Jacksonville Beach, FL 32250, USA
Phone (904) 908-2428
Directions
Banks in Neptune Beach, FL

Where Neptune Beach, FL Banks & Credit Unions Serve

Neptune Beach, FL is a small coastal city in Duval County, known for its pristine beaches and laid-back lifestyle. The city is home to several landmarks, including the Beaches Museum and History Park, which showcases the rich history of the area, and the Neptune Beach Pier, a popular spot for fishing and watching the sunset. Top employers in the area include Baptist Medical Center Beaches, which provides healthcare services to the community, and the City of Neptune Beach, which employs a variety of workers in fields ranging from public works to administration. Major highways and streets in the area include State Road A1A, which runs along the coast and provides easy access to neighboring cities, and Atlantic Boulevard, which is lined with shops, restaurants, and businesses. Neptune Beach is divided into several neighborhoods, each with its own unique charm and character. The Oceanfront neighborhood is located directly on the beach, while the Westside neighborhood is known for its quiet streets and tree-lined sidewalks.

Neptune Beach, FL Banking Related Services

Insurance Broker

Residents of Neptune Beach, FL could greatly benefit from the services of an insurance broker. With the constant threat of hurricanes and flooding in this coastal community, an insurance broker could help residents secure comprehensive homeowner's insurance that covers damage caused by natural disasters. Additionally, an insurance broker could assist residents in finding affordable health insurance plans, which is especially important for those who may not have access to employer-sponsored health coverage. Furthermore, an insurance broker could assist residents in finding the right auto insurance coverage to protect them on the busy roads of Neptune Beach and beyond. Overall, an insurance broker can be a valuable asset to residents of Neptune Beach, FL in helping them navigate the complex world of insurance and ensuring that they are adequately protected.

Retirement Planning

Residents of Neptune Beach, FL can greatly benefit from the services of a retirement planner. A retirement planner can help them navigate the complexities of retirement planning, such as creating a budget, managing investments, and determining the best time to retire. Additionally, residents of Neptune Beach, FL may have unique needs and concerns when it comes to retirement planning. For example, many retirees in Neptune Beach may be interested in downsizing their homes or relocating to a more affordable area. A retirement planner can help them assess their options and make informed decisions that align with their goals and values. Overall, a retirement planner can provide invaluable guidance and support to residents of Neptune Beach, FL as they prepare for a fulfilling and secure retirement.

Wealth Management

Residents of Neptune Beach, FL can benefit from the expertise of a wealth manager in a number of ways. Firstly, a wealth manager can help them develop a comprehensive financial plan that takes into account their goals, risk tolerance, and current financial situation. This can include advice on investments, retirement planning, and tax planning. Secondly, a wealth manager can help residents of Neptune Beach navigate the unique financial challenges of living in a coastal community, such as hurricane preparedness and insurance coverage. Additionally, a wealth manager can provide guidance on charitable giving and estate planning, helping residents leave a lasting legacy in their community. Overall, a wealth manager can offer valuable insights and strategies to help residents of Neptune Beach achieve their financial goals and make the most of their wealth.

Financial Advisor

Residents of Neptune Beach, FL can benefit from the services of a financial advisor in a variety of ways. Specifically, with the city's proximity to the beach and its popularity as a tourist destination, many residents may have seasonal income fluctuations or rely on the tourism industry for their livelihood. A financial advisor can help residents navigate these unique financial challenges, as well as provide guidance on retirement planning, investment strategies, and debt management. Additionally, with the recent growth and development in the area, a financial advisor can assist residents in making informed decisions about purchasing or selling property, and help them navigate the local real estate market.

Mortgage Loan Officer

Residents of Neptune Beach, FL can greatly benefit from the expertise of a mortgage loan officer when it comes to purchasing or refinancing a home. With the unique coastal location of Neptune Beach, it is important for residents to work with a loan officer who understands the specific challenges and opportunities that come with living in a beach town. A knowledgeable loan officer can guide residents through the process of obtaining a mortgage that fits their financial situation and goals, whether it be a traditional fixed-rate loan or a more specialized option like a jumbo loan. Additionally, a loan officer can help residents navigate the intricacies of flood insurance requirements and ensure that their home is properly protected from the risks associated with living near the ocean. Overall, a mortgage loan officer can be an invaluable resource for Neptune Beach residents looking to make one of the biggest investments of their lives.

Tax Services

Residents of Neptune Beach, FL can benefit greatly from the expertise of a tax advisor. Specifically, with the city's proximity to the beach and the high number of rental properties, a tax advisor can assist residents with navigating the complex tax laws surrounding rental income. They can also help with deductions related to home offices, home improvements, and energy-efficient upgrades. Additionally, a tax advisor can provide guidance on how to maximize deductions for charitable donations and medical expenses. With their knowledge and experience, a tax advisor can help residents of Neptune Beach, FL save money and avoid costly mistakes on their tax returns.

Estate Planning Lawyer

Residents of Neptune Beach, FL could benefit greatly from the services of an estate planning lawyer. Specifically, with the high number of retirees living in Neptune Beach, an estate planning lawyer could assist them in creating a plan for their assets and property after they pass away. This could include creating a will, setting up trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer could help residents navigate the complex laws and regulations surrounding Medicaid and long-term care planning. By working with an estate planning lawyer, residents of Neptune Beach can ensure that their wishes are carried out and their loved ones are provided for after they are gone.

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