Jake Purvis Consulting
About the Business
Jake Purvis Consulting is an insurance agency located at 8081 Philips Highway in Jacksonville, Florida. Since 2012, we have been helping clients create programs and strategies to meet their long-term goals. Whether you have questions about insurance, retirement planning, investments, taxes, or estate planning, we can provide assistance or refer you to a trusted professional.
Our team is made up of experienced individuals committed to ethics and integrity. Jake Purvis, the founder, started his career as an insurance agent specializing in Medicare and Final Expense. Over the years, he has expanded his skills to offer more advanced planning concepts to better serve his clients.
We offer a complimentary meeting to discuss how we can help you achieve your goals. We analyze your current plan and recommend an insurance or investment strategy tailored to your needs. If we are not licensed for your specific need, we can refer you to a local professional, such as attorneys and CPAs.
It's never too early to start planning for your future. Contact us at 904-372-3867 or visit us at 8081 Philips Highway to speak with a licensed agent. Please note that we do not offer tax, legal, or investment advice, and opinions expressed are subject to change. Get started on your insurance and investment plans today with Jake Purvis Consulting.
Photos
Location & Phone number
AmeriLife, 8081 Philips Hwy Suite 10, Jacksonville, FL 32256, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Contacting Jake Purvis Consulting proves itself to be an asset to one searching for health insurance that meets and exceeds one's personal needs. I've worked with Jake Purvis the last three open enrollment seasons and each selection was Guided by Jake's knowledge of the vast array of insurance coverage categories and my personal requirements. Acceptance of Jake's service is potentially your most valuable decision."
"I have work with Jake Purvis as my Insurance consultant for several years. He is very professional, knowledgable and he always gets back with me every year to make sure that all my supplemental insurances meet all my needs."
"We work with Jake Purvis as our Insurance / Investment consultant for several years. He has been always very professional, knowledgable and what we value the most, very responsive and dedicated to resolve the issues to the best of our interest."
"Very professional, tailored to my needs consultation with Jake. Recommend to anyone who looks for help with insurance choices."
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