The 30 Best Community focused financial services in Jacksonville, Florida

Jacksonville University, located at 2800 University Boulevard North in Jacksonville, Florida, is a prestigious university offering a unique and personalized education to its students. With a focus on empowering students to shape their own futures, Jacksonville University provides a nurturing environment on its beautiful waterfront campus. With over 80 years of experience, Jacksonville University offers a wide range of undergraduate programs that encourage exploration and ingenuity. Students can choose from diverse fields such as aviation, biology, business, and marine science, among others. For those looking to pursue advanced study, Jacksonville University also offers graduate and doctoral programs in areas such as public policy and nursing.

Social Care Services, LLC, located at 8833 Perimeter Park Boulevard in Jacksonville, Florida, is a health institution dedicated to helping individuals and families achieve self-sufficiency and wellness. Our comprehensive program offers supportive services such as educational assistance, employment support, financial and medical benefits, medication management, mental health counseling, psychiatric medication management, and targeted case management. At Social Care Services, we believe in the inherent worth and strength of every individual. We are committed to helping our community members build their lives and reach their full potential by providing high-quality and personalized support. Our team understands that each person has unique talents and qualities that shape their life's journey, and we are here to empower them to define and achieve their own quality of life.

Episcopal Children's Services Early Head Start Westside is a renowned institution located at 2648 West 5th Street in Jacksonville, Florida, United States. Our mission is to help families ensure that their children are prepared for school and ready to learn. Recently, we welcomed Dr. Natalya Bannister Roby as our new Chief Executive Officer, further strengthening our commitment to providing high-quality early childhood education. With over 50 years of experience in the field, Episcopal Children’s Services serves over 27,000 children and their families in 14 counties across Northeast and Central Florida. Our programs focus on the critical years of cognitive development from birth to age 5, using research-based curriculums and best practices to support children and families in building a strong foundation for educational success.

Episcopal Children's Services is a non-profit organization located at 8649 Baypine Road in Jacksonville, Florida. Our mission is to help underserved children in Northeast and Central Florida build a strong foundation for educational success. With a focus on children from birth to age 5, we provide high-quality early childhood education programs based on the latest research and best practices. Our dedicated teachers and staff work with families to ensure that their children are ready to enter school and thrive academically. We take a holistic approach to education, nurturing children intellectually, emotionally, and socially. By supporting children in their early years, we believe we are not only improving their individual chances for success but also strengthening our entire community.

The Lasky Law Firm - Jacksonville Divorce is a trusted institution located at 2950 Halcyon Lane in Jacksonville, Florida, United States. Specializing in family law, their team of experienced lawyers provides trial-tested and attentive counsel for Jacksonville families. They offer discounts for active duty and retired military personnel, as well as their spouses or former spouses. With award-winning advocacy in family law, the Lasky Law Firm is dedicated to protecting the rights and futures of their clients. Effective January 29, 2024, all calls to the office must include the area code when dialing. The firm emphasizes the importance of early adoption of this new dialing practice to ensure successful communication. The team at the Lasky Law Firm understands the stress and challenges of family law matters and strives to create a comfortable and welcoming environment for their clients.

Merrill 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.

Merrill Lynch Financial Advisor Agnes Scott, located at 50 North Laura Street in Jacksonville, Florida, is dedicated to providing personalized financial guidance to a diverse clientele since 1989. Agnes takes the time to truly understand each client's unique financial goals and challenges, offering comprehensive planning and investment strategies tailored to their individual needs. With a focus on building strong client relationships based on trust and personalized service, Agnes and her team at Merrill Lynch Wealth Management strive to help clients achieve their financial aspirations, whether it's planning for retirement, purchasing a home, funding education, or passing wealth to future generations. By utilizing the global resources of Merrill, Agnes is able to offer a wide range of financial solutions and expertise to help clients navigate the complexities of wealth management. With a commitment to ongoing communication and review of financial goals, Agnes ensures that clients can adapt their financial approach as their lives and priorities evolve. Partner with Agnes Scott at Merrill Lynch to turn your financial goals into reality.

Merrill Lynch Financial Advisor Benjamin A. Oxnard IV is located at 50 North Laura Street in Jacksonville, Florida, United States. With a focus on building and maintaining strong relationships with clients, Ben is passionate about helping individuals and families make important financial decisions. He prides himself on creating lasting connections with clients through a goals-based wealth management approach, providing personalized investment advice and guidance. Ben has experience assisting clients with various financial milestones such as retirement planning, education funding, inheritance, and business sales. He also specializes in managing concentrated stock positions and minimizing tax liabilities. Ben graduated from James Madison University with a B.S. in Psychology and has been with Merrill since 2012. In his free time, he enjoys spending time near the water, playing golf, and relaxing with his family. Ben serves as an Assistant Wrestling Coach at the Episcopal School of Jacksonville and is on the Board of Directors for the St. Johns Riverkeeper. With access to the global resources of Merrill, Ben's team is dedicated to providing personalized service and building strong client relationships based on trust. As a Registered Senior Wealth Management Client Associate, Ben focuses on helping clients achieve their financial goals by creating customized investment strategies tailored to their individual needs and priorities. By utilizing the Investment Personality Assessment, Ben can better understand clients' investing preferences and create a financial approach that aligns with their goals. Whether clients are planning for future healthcare expenses, funding education, or passing wealth to future generations, Ben works closely with them to develop a comprehensive financial strategy. As life and goals change, Ben's team helps clients adjust their financial approach to reflect these changes and stay on track to achieve their objectives. Through ongoing communication and regular reviews, Ben ensures that clients' financial plans remain aligned with their evolving needs and market conditions. By focusing on the client's priorities and providing personalized advice, Ben helps individuals navigate financial transitions and make informed decisions to secure their financial future. Whether clients are planning for retirement, funding education, or managing tax liabilities, Ben's team is dedicated to providing comprehensive financial solutions tailored to their unique needs. With a commitment to putting clients first, Ben works with clients to create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Ben helps clients navigate the complexities of their financial lives and build customized investment strategies to pursue their objectives. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ben offers a comprehensive approach to addressing clients' financial needs. Contact Ben Oxnard at Merrill Lynch Financial Advisor for personalized investment strategies and comprehensive financial solutions tailored to your unique needs and goals.

Merrill Lynch Financial Advisor Christopher R Hunter is a finance institution located at 50 North Laura Street, Jacksonville, Florida, United States. Christopher follows the deep-seated Merrill tradition of community involvement and volunteering. With the Merrill Personal Wealth Analysis™, a personalized plan can be created centered on your goals. Supported by the global resources of Merrill, Christopher's team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, Christopher aims to understand your goals and priorities to provide tailored financial advice. Through the Investment Personality Assessment, Christopher gains a deeper understanding of your investing preferences to help customize a financial approach aligned with your goals. With access to investment insights and banking solutions, Christopher works with you to develop a financial approach designed to address your needs. Christopher's mission is to understand you and your aspirations to help you design and implement a personalized plan to manage investment risk and pursue financial goals. By checking in regularly and adjusting your financial approach as needed, Christopher aims to help you stay on track to achieve what's important to you. Let's work together to help you achieve your goals with a customized investment approach.

Merrill Lynch Financial Advisor Scott E Perry is a finance institution located at 4800 East Deer Lake Drive in Jacksonville, Florida, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Scott E Perry can help create a personalized wealth management strategy tailored to your needs. Scott Perry follows the Merrill tradition of community involvement and volunteering in the local area. By using the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. Through conversations and deep understanding of your financial aspirations, Scott Perry can help you pursue your financial objectives and make informed investment decisions. The institution provides tools to help you track changes in your life and financial goals, ensuring your financial approach is always up to date. The ultimate goal is to help you achieve your financial goals and secure your financial future. With a focus on personalized investment strategies and comprehensive financial solutions, the institution is dedicated to putting your needs first. The institution offers a range of financial services and resources to help you navigate the complexities of your financial life. Scott Perry is registered to do business in multiple states and holds the Certified Financial Planner certification. Keep in mind that investing involves risks and it's important to consult with legal and tax advisors before making any financial decisions.

Merrill 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.

Braddock Rowe, a financial advisor at Ameriprise Financial Services, LLC, located at 10161 Centurion Parkway North in Jacksonville, Florida, is dedicated to helping clients achieve their financial goals. Braddock Rowe is registered to conduct securities business in specific states and offers an initial consultation to discuss financial planning concepts. While Ameriprise Financial cannot guarantee future financial results, they are committed to providing personalized advice and guidance. Clients can rest assured that their information is secure, as Ameriprise Financial adheres to strict privacy and security protocols. Those who refer friends or family members to Braddock Rowe can expect timely and professional communication. With a focus on building long-term relationships, Braddock Rowe and Ameriprise Financial are dedicated to helping individuals navigate their financial journey with confidence.

Merrill Lynch Financial Advisor James A Busch is located at 50 North Laura Street, Suite 3700, Jacksonville, Florida, United States. Supported by the global resources of Merrill, James and his team focus on building strong client relationships based on trust and personalized service. With a background in performance analysis and portfolio strategies, Jim is dedicated to conducting ongoing investment research and staying informed about market trends to help clients capitalize on opportunities. As a graduate of the College of Charleston with a Certified Investment Management Analyst® designation, Jim is committed to helping clients achieve their financial goals. The institution offers personalized financial planning, investment strategies, and comprehensive financial solutions to address the unique needs and priorities of each client. With a focus on understanding clients' goals and aspirations, the team at Merrill Lynch Wealth Management works to create a tailored approach to help clients pursue their financial objectives. By staying informed about changes in clients' lives and the financial markets, the team aims to help clients stay on track to achieve what matters most to them. Through ongoing communication and personalized financial analysis, Merrill Lynch Financial Advisor James A Busch strives to help clients navigate the complexities of their financial lives and work towards their long-term goals.

Located at 50 North Laura Street in Jacksonville, Florida, Merrill Lynch Financial Advisor Tony Conticelli offers a comprehensive approach to managing wealth. With over 25 years of experience in the financial services industry, Tony focuses on understanding the priorities of high-net-worth individuals and families to provide personalized attention and disciplined portfolio strategies. Clients have entrusted Tony and his team with over $360 million in client balances as of January 1, 2024. Tony helps clients identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. By crafting customized financial strategies, Tony aims to help clients pursue desired outcomes and build, manage, and preserve their wealth for current and future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, Tony works with clients to develop an approach designed to address their financial needs. Through deep-seated community involvement and a commitment to building strong client relationships based on trust and personalized service, Tony and his team at Merrill Lynch Wealth Management strive to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Hunter Chappell Walker is a prestigious financial institution located at 50 North Laura Street, Suite 3700, in Jacksonville, Florida, United States. The institution specializes in finance and is dedicated to helping clients plan for their financial future. With over 57 years of experience, nationally recognized advisor Bruce Chappell leads the team in catering to ultra-high net worth individuals in the Jacksonville area. The team at Merrill Lynch believes in a personalized approach to financial planning, starting with understanding each client's investment style and individual goals. By developing a comprehensive strategy tailored to each client's needs and aspirations, the team aims to help clients make the most of their financial resources. Through the Investment Personality Assessment and ongoing discussions, the team works closely with clients to create a financial plan that reflects their unique investment personality and life priorities.

Merrill Lynch Financial Advisor Brandon Whaley is located at 50 North Laura Street, Suite 3700 in Jacksonville, Florida, United States. Brandon has been in the financial services industry since 2012 and joined Merrill in 2023. He focuses on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. Brandon is a graduate of Southeast Missouri State University with a bachelor's degree in Criminology and Criminal Justice. He and his wife, Dianne, live in Jacksonville with their five children and are active in the community, supporting Reach our Worldwide and St. Joseph's. As your Merrill advisor, Brandon's goal is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. He provides insights, observations, and ideas to help you in your pursuit of your financial goals. Brandon can work with your estate planning attorney and tax advisor to help preserve, protect, and control the wealth you’ve worked hard to build. He can also help clients build a plan that plots a steady course to retirement.

121 Financial Credit Union is a trusted financial institution located at 14023 Revell Drive in Jacksonville, Florida. As a credit union, they offer a variety of financial services including checking and savings accounts, loans, mortgages, and investment options. With a focus on providing personalized service and competitive rates, 121 Financial Credit Union is dedicated to helping their members achieve their financial goals. Additionally, they have convenient ATM locations for easy access to cash withdrawals and deposits. Visit 121 Financial Credit Union today to experience the difference of banking with a community-focused institution.

Robin Wahby, Financial Adviser at Wahby Financial Group, LLC, located at 482 Jacksonville Drive, Jacksonville Beach, Florida, United States, is dedicated to providing personalized financial planning services. The institution offers services such as protection planning, wealth management, retirement planning, estate and legacy planning, business succession and exit planning, executive benefits, and philanthropy. The colorful spinning Kaleidoscope logo of Wahby Financial Group symbolizes the unique beauty in each individual's life, with changing emotions, needs, wants, and abilities. The institution believes in community support and is actively involved in supporting local non-profit organizations.

Merrill Lynch Financial Advisor Jim Spilman, located at 4800 East Deer Lake Drive in Jacksonville, Florida, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking convenience of Bank of America, Jim Spilman can help you navigate today's changing market conditions and plan for the future. By participating in the community and volunteering with local organizations, Jim Spilman demonstrates a commitment to serving the needs of his clients. Through the Merrill Personal Wealth Analysis™ process, a personalized financial plan can be developed to align with your aspirations and priorities. With a focus on understanding your goals and values, Jim Spilman works to create a financial approach that reflects your unique personality and helps you pursue what matters most to you. By regularly reviewing and adjusting your financial approach, Jim Spilman aims to help you stay on track to achieve your long-term objectives. As a registered financial advisor, Jim Spilman is equipped to provide investment strategies and comprehensive financial solutions to clients in various states. Whether you are planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, Jim Spilman is dedicated to helping you achieve your financial goals.

M & M Tax Services is a reputable accounting and finance institution located at 8071 Beaver Creek Drive in Jacksonville, Florida, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses in the local community. Our services include tax preparation, planning, consulting, and more. Trust M & M Tax Services to help you navigate the complexities of tax laws and ensure you maximize your financial opportunities.

CIT, INC - Community Income Tax is a reputable accounting and finance institution located at 5211 Timuquana Road in Jacksonville, Florida, United States. With a focus on providing top-notch tax services to the community, CIT, INC is committed to helping individuals and businesses navigate the complexities of income tax preparation and filing. Their team of experienced professionals offers personalized assistance and expert advice to ensure clients maximize their tax returns and stay compliant with tax laws. Whether you need help with tax planning, filing, or resolving tax issues, CIT, INC is dedicated to providing reliable and efficient services to meet your financial needs.

Community Income Tax of Jacksonville Regency is a reputable accounting and finance institution located at 8049 Virgo Street in Jacksonville, Florida, United States. Our team of experienced professionals specializes in providing expert tax preparation services for individuals and businesses in the community. With our personalized approach and attention to detail, we ensure that our clients receive accurate and timely tax assistance. Whether you need help with filing your annual tax return or require financial guidance, our dedicated staff is here to help you navigate the complexities of the tax system. Visit us today to experience the difference our expertise can make in your financial well-being.

Community First Credit Union is a member-owned financial institution located at 637 Lee Street in Jacksonville, Florida. As a credit union, we prioritize the needs of our members and strive to provide personalized service, competitive rates, and a wide range of financial products and services. Our goal is to help our community thrive by offering affordable banking solutions and supporting local initiatives. Join us and experience the difference of banking with a credit union that puts you first.

Community First Credit Union is a trusted financial institution located at 7640 103rd Street in Jacksonville, Florida. As a credit union, we are committed to putting the needs of our members first, offering a wide range of financial services including savings accounts, loans, and investment options. Our convenient ATM services make accessing your funds quick and easy. With a focus on community involvement and personalized service, Community First Credit Union is dedicated to helping our members achieve their financial goals.

Community First Credit Union is a trusted financial institution located at 9690 Applecross Road in Jacksonville, Florida, United States. As a member-owned cooperative, we prioritize the financial well-being of our community by providing a wide range of banking services and products. Our dedicated team of professionals is committed to offering personalized solutions to help our members achieve their financial goals. Whether you're looking for a savings account, a loan, or investment advice, Community First Credit Union is here to support you every step of the way. Join us today and experience the difference of banking with a community-focused credit union.

Community First Credit Union is a trusted financial institution located at 1623 Edgewood Avenue West in Jacksonville, Florida. As a member-owned credit union, we prioritize the needs of our community by offering a wide range of financial services including checking and savings accounts, loans, and investment options. With our convenient ATM services, members can easily access their funds anytime, anywhere. Join us today and experience the benefits of being a part of a community-focused credit union.

Community First Credit Union is a trusted financial institution located at 1012 Margaret Street in Jacksonville, Florida. As a credit union, we prioritize serving our community and putting our members first. Our convenient location offers easy access to ATMs and a variety of financial services to meet your needs. Whether you're looking to save, borrow, or invest, our friendly and knowledgeable staff is here to help you achieve your financial goals. Join us today and experience the difference of banking with a community-focused credit union.

Community First Credit Union is a trusted financial institution located at 1670 University Boulevard West in Jacksonville, Florida. As a member-owned credit union, we prioritize the needs of our community by offering a wide range of financial services, including checking and savings accounts, loans, and investment options. Our convenient ATM services provide easy access to your funds whenever you need them. Join us today and experience the benefits of banking with a community-focused credit union.

Community First Credit Union is a trusted financial institution located at 11200 San Jose Boulevard in Jacksonville, Florida. As a member-owned credit union, we prioritize the needs of our community by offering a wide range of financial services, including savings accounts, loans, and investment options. Our convenient ATM services make it easy for members to access their funds at any time. Join us today and experience the benefits of being part of a community-focused credit union.

Community First Credit Union is a trusted financial institution located at 623 North Main Street in Jacksonville, Florida. As a member-owned cooperative, we prioritize the needs and interests of our community above all else. Our convenient ATM services make managing your finances easy and accessible. Whether you're looking to open a savings account, apply for a loan, or simply withdraw cash, we are here to help. Join us at Community First Credit Union and experience the difference of personalized, community-focused banking.