Best financial advisor tips in Jacksonville, FL
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Merrill Lynch Financial Advisor William Sims
● ClosedMerrill Lynch Financial Advisor William Sims is a finance institution located at 50 North Laura Street, Suite 3700, Jacksonville, Florida, United States. At Merrill Lynch, managing your wealth begins with a comprehensive understanding of your financial situation and goals. William Sims can help create a flexible strategy tailored to today's changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. William Sims is dedicated to participating in the local community and volunteers with organizations to give back. The institution offers Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. As your financial advisor, William Sims focuses on what matters most to you, whether it's family, goals, or priorities that evolve over time.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Merrill Lynch Financial Advisor Parker E. Harris
● ClosedMerrill Lynch Financial Advisor Parker E. Harris is a finance institution located at 400 South Park Avenue in Winter Park, Florida, United States. Originally from Winter Park, Parker has been with Merrill since 2013, starting his career at Merrill Edge Self Directed in Jacksonville, FL and working his way up to the Premier Client segment. Now part of the Harris Wojcik Wealth Management team, Parker focuses on clients' goals and concerns, offering a goals-based wealth management process, global resources, and cutting-edge Web technology to help clients pursue their financial goals. He is dedicated to delivering excellent service and holds the Chartered Financial Consultant® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Parker graduated from Florida State University with a BS in Applied Economics and currently lives in Winter Park with his family. He is actively involved in the community and believes in the importance of giving back. With Merrill Personal Wealth Analysis™, Parker can help clients build and document personalized financial plans centered on their goals and aspirations. By understanding each client's unique needs and priorities, Parker works to design a customized approach that reflects their financial situation. Through ongoing communication and regular reviews, Parker helps clients stay on track to achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Parker is committed to putting his clients first and providing personalized investment strategies tailored to their individual needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Parker works with clients to develop an approach designed to help address their financial needs. Whether clients are planning for retirement, saving for a home, or funding a child's education, Parker is dedicated to helping them pursue their goals and manage investment risk. By getting to know each client personally, Parker can offer a financial approach that is built around their life priorities and helps address changes in the market and in their personal lives. With a focus on understanding what matters most to each client, Parker works to create a financial plan that reflects their unique personality and helps them achieve their goals. Whether it's discussing future health care expenses, college savings, or passing wealth to future generations, Parker starts by listening and learning more about each client's aspirations. Through thoughtful questions and detailed understanding of each client's financial situation, Parker helps design and implement a personalized plan intended to help clients and their families pursue their financial goals. By staying informed about changes in clients' lives and revisiting their financial approach as needed, Parker aims to help clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Parker is committed to helping clients navigate the financial complexities of life and build a customized investment approach to address their needs and pursue their goals. With a focus on personalized service and comprehensive financial solutions, Parker works with clients to design an approach that reflects their unique needs, priorities, and financial situation. Whether clients are seeking the latest investment insights, tips, and strategies or have questions about their financial decisions, Parker is dedicated to providing guidance and support every step of the way. Parker Harris is registered to do business in multiple states and holds certifications including CFP® and ChFC®. Investing involves risk, and past performance does not guarantee future results. With a dedication to understanding each client's goals and priorities, Parker Harris is committed to helping clients achieve their financial aspirations and live their best financial life.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Merrill Lynch Financial Advisor Onycha Baker
● ClosedMerrill Lynch Financial Advisor Onycha Baker is a finance institution located at 50 North Laura Street, Suite 3700, Jacksonville, Florida, United States. The institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. Their team is dedicated to building strong client relationships based on trust and personalized service. They offer personalized financial approaches to help clients pursue their goals, whether it's retirement planning, saving for a home, funding education, or wealth transfer. The Monahan & Todd Wealth Management Group at Merrill focuses on advising high net worth families, professionals, and business leaders in retirement planning, asset preservation, and wealth transfer. They provide customized wealth solutions based on client's risk tolerance, time horizon, liquidity needs, and overall investment goals. Merrill Personal Wealth Analysis™ helps build a personalized plan centered on goals. The institution believes in staying updated with changes in clients' lives and financial markets to help them achieve their goals. Merrill Lynch Wealth Management Advisors prioritize clients and offer personalized investment strategies. They focus on getting to know clients and their financial situations to design approaches that reflect their unique needs and priorities. The institution provides the latest investment insights, tips, and strategies to help clients achieve their financial goals.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Amy Woodson - WMC Financial Advisor
● ClosedAmy Woodson - WMC Financial Advisor is a reputable financial institution located at 4345 Southpoint Boulevard in Jacksonville, Florida, United States. Specializing in providing expert financial advice and guidance, Amy Woodson and her team are dedicated to helping clients achieve their financial goals and secure their financial future. With a strong focus on personalized service and tailored solutions, they offer a range of financial services including investment planning, retirement planning, wealth management, and more. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Amy Woodson - WMC Financial Advisor is committed to providing you with the expertise and support you need.
4345 Southpoint Blvd, Jacksonville, FL 32216, United States -
SCORE
● OpenSCORE is a finance institution located at 7825 Baymeadows Way, Jacksonville, Florida, United States. We offer free and confidential one-on-one business counseling by phone, email, and in-person in Jacksonville, as well as workshops for start-up entrepreneurs and seasoned small business owners. In celebration of National Small Business Month, we are hosting a Free Virtual Small Business Summit on April 30-May 1st 2024, in partnership with the SBA. This event is open to everyone and registration is required for full benefits.
7825 Baymeadows Way Ste 100B, Jacksonville, FL 32256, United States -
Mary Carter - Raymond James
● OpenMary Carter - Raymond James is a reputable finance institution located at 131 2nd Avenue North in Jacksonville Beach, Florida, United States. With a strong focus on providing top-notch financial services to clients, they offer a wide range of investment options and financial planning solutions. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mary Carter - Raymond James is committed to providing personalized and tailored advice to meet your specific needs. Visit them today to start planning for a brighter financial future.
131 2nd Ave N STE 200, Jacksonville Beach, FL 32250, United States -
College Advising & Planning Services, LLC
● OpenCollege Advising & Planning Services, LLC is a comprehensive university institution located at 150 Busch Drive in Jacksonville, Florida. Our team of experienced advisors is dedicated to helping students navigate the college admissions process and plan for their academic and career goals. From selecting the right schools to crafting standout application essays, our services cover all aspects of the college planning journey. Whether you are a high school student preparing for your next steps or a working professional looking to further your education, our personalized guidance and support will help you reach your educational aspirations. Contact us today to schedule a consultation and start planning for your future success.
150 Busch Dr #77552, Jacksonville, FL 32218, United States -
Gene Coleman - State Farm Insurance Agent
● ClosedGene Coleman - State Farm Insurance Agent is a trusted insurance agency located at 10900 Lem Turner Road in Jacksonville, Florida. Our team is dedicated to helping you protect what matters most. Whether you need auto, home, life, or business insurance, we are here to provide you with personalized coverage options that fit your needs. At Gene Coleman - State Farm Insurance Agent, we understand the importance of being prepared for unexpected events. That's why we offer valuable resources and tips to help you stay safe and protected. From avoiding drunk driving to creating a home fire evacuation plan, we are here to support you every step of the way.
10900 Lem Turner Rd, Jacksonville, FL 32218, United States -
Chris O'farrell - State Farm Insurance Agent
● OpenChris O'Farrell - State Farm Insurance Agent is a reputable insurance agency located at 731 Duval Station Road in Jacksonville, Florida. With 8 years of State Farm experience and a Bachelor's degree in Business from Florida State University, Chris O'Farrell is dedicated to providing top-notch insurance services to the community. As a member of the North Jacksonville Chamber and a lifelong Florida resident, Chris O'Farrell proudly serves Amelia Island, Fernandina, Saint Johns, Orange Park, and Yulee. Whether you need auto, homeowner's, life, renter's, or commercial auto insurance, Chris O'Farrell is here to help. Parking tips, driving tips for rural roads, and business promotion advice are just a few of the valuable resources available at this agency. For personalized quotes and expert insurance guidance, visit Chris O'Farrell - State Farm Insurance Agent today.
731 Duval Station Rd Ste 113, Jacksonville, FL 32218, United States -
Federated Fiducial
● ClosedFederated Fiducial, located at 9418 Waypoint Place in Jacksonville, Florida, is a finance institution specializing in serving the funeral business industry since 1925. With a focus on bookkeeping, tax, and consulting services, Federated Fiducial offers valuable data on profit and loss for funeral homes based on various factors such as firm size, location, cremation rate, and business entity type. With a database of 1,400 members, Federated Fiducial can help funeral home owners assess their financial performance, personnel costs, and competitiveness in the market. The institution also provides insights on selling a funeral business, retirement planning, and tax considerations for sale transactions. Federated Fiducial's Stats Book offers tips on enhancing the value of a funeral business and highlights key factors to consider in business transactions. With over 2,000 funeral homes served nationwide, Federated Fiducial is a trusted partner for funeral directors seeking accounting and business services. Through their partnerships with preferred business partners, clients can access financing services to improve profitability and focus on business development.
9418 Waypoint Pl, Jacksonville, FL 32257, United States -
Petros Estate & Retirement Planning
● ClosedPetros Estate & Retirement Planning is a leading financial institution located in Jacksonville, Florida. Our team of experienced professionals is dedicated to helping clients achieve their estate planning and retirement goals. Whether you are looking to create a comprehensive estate plan or secure your financial future in retirement, our experts are here to provide personalized guidance and support. Visit us at 4655 Salisbury Road to learn more about how we can help you plan for a secure and prosperous future.
4655 Salisbury Rd #100, Jacksonville, FL 32256, United States -
Woman's Worth
● ClosedWoman's Worth is a financial institution located at 4655 Salisbury Road in Jacksonville, Florida. Our mission is to empower women to take control of their financial futures and achieve their goals. We offer a range of services including financial planning, investment management, retirement planning, and more. Our team of experts is dedicated to providing personalized guidance and support to help women make informed decisions about their money. Visit us today to start on the path to financial success and independence.
4655 Salisbury Rd #100, Jacksonville, FL 32256, United States -
H&R Block
● OpenH&R Block is a trusted accounting and finance institution located at 14444-16 Beach Boulevard in Jacksonville, Florida. With a team of experienced professionals, H&R Block offers a range of services including tax preparation, financial planning, and investment advice. Whether you are an individual seeking assistance with your personal finances or a business in need of accounting support, H&R Block is dedicated to providing expert guidance and solutions tailored to your specific needs. Contact us today to schedule a consultation and take control of your financial future.
14444-16 Beach Blvd, Jacksonville, FL 32250, United States -
Alfa Dental Management
● ClosedAlfa Dental Management is a leading dental institution located in Jacksonville, Florida. Our team of experienced dentists and health professionals are dedicated to providing high-quality dental care to patients of all ages. With a focus on preventative care and patient education, we strive to help our patients achieve and maintain optimal oral health. Whether you need a routine cleaning, restorative treatment, or cosmetic dentistry services, our skilled team is here to meet all of your dental needs. Visit us at 6960 Bonneval Road and experience the difference at Alfa Dental Management.
6960 Bonneval Rd # 102, Jacksonville, FL 32216, United States -
Loan Le
● OpenLoan Le is a trusted dentist institution located at 1722 University Boulevard South in Jacksonville, Florida. Our skilled team of professionals is dedicated to providing top-notch dental care and improving the oral health of our patients. With a focus on preventive care and patient education, Loan Le offers a wide range of services to meet the needs of individuals and families. Visit us for a comfortable and welcoming dental experience in Jacksonville.
1722 University Blvd S, Jacksonville, FL 322168929, United States -
Jamie Zeitz (JZ) - CMG Home Loans Mortgage Loan Originator / Sales Leader
● ClosedJamie Zeitz (JZ) - CMG Home Loans Mortgage Loan Originator / Sales Leader is a finance institution located at 7411 Fullerton Street, Suite 110, Jacksonville, Florida, United States. The team at Jamie Zeitz (JZ) - CMG Home Loans is dedicated to helping clients achieve their dream of homeownership through a proven, step-by-step process that ensures every client becomes a Raving Fan. They specialize in creative loan products that solve challenges and provide solutions, making them the top Renovation Finance Team in the country. Jamie Zeitz, with his background in collegiate athletics, brings a team/coaching approach to the housing industry. He is known for his enthusiasm and dedication to making others better on a daily basis, earning him the nickname "coach" by many colleagues. The institution also gives back to the community through various charitable organizations such as the Gary Sinise Foundation, the Cancer Support Community, and the MBA Opens Doors Foundation.
7411 Fullerton St, Jacksonville, FL 32256, United States -
Thomas Zachry - CMG Home Loans Loan Officer
● ClosedThomas Zachry - CMG Home Loans Loan Officer is a finance institution located at 7411 Fullerton Street, Suite 110, Jacksonville, Florida, United States. Thomas Zachry, with over 15 years of lending experience, is dedicated to providing outstanding customer service and ensuring an easy, stress-free loan process for homeowners and buyers in Georgia. Thomas and his team offer a diverse line of loan products to fit unique situations, helping customers achieve their short-term needs and long-term financial goals. The institution is committed to giving back to the community through various charitable organizations, such as the Gary Sinise Foundation, the Cancer Support Community, and the MBA Opens Doors Foundation. CMG Financial, established in 1993, has been serving home buyers and homeowners nationwide with new purchase and refinance needs. With a focus on delivering the right loans for the right reasons, CMG Home Loans strives to exceed customer expectations every time. The CMG HOME mobile app provides a seamless experience for home search and mortgage financing, connecting customers directly to their loan officer and REALTOR®. Customers are advised to be cautious of wire fraud and to verify any suspicious communications. CMG Home Loans is a registered trade name of CMG Mortgage, Inc., an equal housing lender licensed in multiple states.
7411 Fullerton St #110, Jacksonville, FL 32256, United States
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