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TOP 30 Comprehensive estate planning in Jacksonville, FL
107 results found
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Elicia Mundy - Financial Advisor, Ameriprise Financial Services, LLC
Elicia Mundy, a Financial Advisor at Ameriprise Financial Services, LLC located at 4601 Touchton Road, Jacksonville, Florida, United States, offers a wide range of financial services to individuals and small business owners. Elicia Mundy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Elicia Mundy's expertise and commitment to providing comprehensive financial planning services to her clients. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, Elicia Mundy has the knowledge and experience to help you achieve your financial goals.
Jeanne Peterson - Financial Advisor, Ameriprise Financial Services, LLC
Jeanne Peterson is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. Jeanne holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. Jeanne is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Jeanne is committed to helping her clients achieve their financial goals.
Ted Ade - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ted Ade is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. Ted holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ted is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products, Ted is committed to helping clients achieve their financial goals and secure their financial future. Contact Ted Ade today for personalized wealth management solutions tailored to your specific needs and objectives.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 131 2nd Avenue North in Jacksonville Beach, Florida, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning services, Raymond James Financial Services has experienced professionals ready to assist you every step of the way. Visit their office in Jacksonville Beach to learn more about how they can help you secure your financial future.
Travis Reap - Financial Advisor, Ameriprise Financial Services, LLC
Travis Reap is a financial advisor at Ameriprise Financial Services, LLC, located at 4601 Touchton Road, Jacksonville, Florida, United States. Travis holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Travis is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding a code of ethics and staying current with industry trends through continuing education. Contact Travis Reap today for comprehensive financial planning services.
Adam Klohr - Thrivent
Adam Klohr - Thrivent is a finance institution located at 4887 Belfort Road, Suite 109 in Jacksonville, Florida, United States. The institution is licensed in multiple states including AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV, WY. Thrivent Financial is a Fortune 500 Company that aims to help Christians make wise financial decisions and live generously. The Regional Development Director at Thrivent focuses on identifying, training, and mentoring individuals who share the organization's core values. Licensing information can be found on the State Insurance Department's website. Thrivent offers financial planning and investment advisory services through its Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.
Charlene D Clayton - Private Wealth Advisor, Ameriprise Financial Services, LLC
Charlene D Clayton - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 13400 Sutton Park Drive South, Jacksonville, Florida, United States. Charlene D Clayton holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing expertise in asset management, estate planning, retirement planning, and investment strategies. The institution provides comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Whether you need advice on fixed-rate and variable annuities, retirement planning, estate planning, or investment management, Charlene D Clayton is equipped to assist you in achieving your financial goals. With a focus on ethics and professionalism, Charlene D Clayton is dedicated to providing top-tier financial advice and expertise to clients seeking to secure their financial future.
Thomas W Goodrich - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas W Goodrich is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 13400 Sutton Park Drive South in Jacksonville, Florida, United States. Thomas holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas' expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for various client needs including retirees, small business owners, high net worth individuals, and those with special needs. Thomas is dedicated to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
Brock CPA
Brock CPA is a trusted local CPA firm located in Downtown Jacksonville, Florida. Led by experienced third-generation CPA Daniel Brock, our team offers a wide range of services including Tax Planning & Preparation, Accounting, Bookkeeping & Business Advisory, CFO Services, Assurance Services, and Estate, Trust & Succession Planning. We have been recognized as the most reliable small business accounting firm in Jacksonville for many years. Our goal is to serve as wise advocates and knowledgeable guides for our clients, developing smart strategies for their future financial success. We work closely with attorneys, investment advisors, and other professionals to provide comprehensive services.
Chris Russell + Company, PLLC
Chris Russell Company, PLLC is a boutique accounting and advisory firm located in Jacksonville, Florida. Our experienced team specializes in a variety of audit services including financial statement audits, nonprofit audits, compliance audits, and internal control reviews. We also offer CFO services, assisting with payroll, bank account reconciliation, and representing clients in business transactions. Our expertise extends to income tax returns for Corporations, Partnerships, S Corporations, and Individuals. We are well-versed in Federal Acquisition Regulations and work closely with federal, state, and local government agencies. At Chris Russell Company, PLLC, we prioritize building value in each client relationship and strive to provide exceptional service. Visit us at 9133 R G Skinner Parkway, Jacksonville, Florida to see how our team can assist you with your accounting and finance needs.
Havana Services Group - Havana Travel
Havana Services Group - Havana Travel is a comprehensive institution located at 2106 East Osceola Parkway, Kissimmee, Florida, United States. Originally established in January 2012 as Havana Travel in Miami, Florida, the institution has since expanded its services to include accounting, finance, and travel agency offerings. With a strong emphasis on integrity, professionalism, and customer support, Havana Travel has grown alongside its clients, opening offices in Orlando and Jacksonville in 2014 to provide a wider range of services including immigration assistance and notary services. In addition to traditional travel agency services, Havana Services Group now offers a range of business solutions such as company incorporation, expansion, and administrative services. Since 2017, the institution has also welcomed real estate experts to its team, providing clients with access to the best loan rates and assistance with property purchases in the United States.
Corner Lot Development Group
Corner Lot Development Group is a leading general contractor located at 1000 Riverside Avenue in Jacksonville, Florida. With a strong reputation for delivering high-quality construction projects, we specialize in developing corner lots into innovative and sustainable properties. Our experienced team of professionals is dedicated to providing exceptional service and exceeding our clients' expectations. Contact us today to learn more about how Corner Lot Development Group can bring your vision to life.
Julie Lipkin, DMD
Welcome to Julie Lipkin, DMD – Your Trusted Orthodontic Practice in Fernandina Beach, FL At Julie Lipkin, DMD, we are passionate about creating beautiful, healthy smiles that last a lifetime. Conveniently located at 960135 Gateway Boulevard, Fernandina Beach, Florida, our practice is dedicated to providing comprehensive orthodontic care to patients of all ages. Whether you're considering traditional braces or the innovative Invisalign® treatment, our expert team is here to guide you every step of the way.
Mary Keezel, DMD, MSD
Welcome to Mary Keezel, DMD, MSD, your trusted destination for exceptional orthodontic care in Fernandina Beach, Florida. Conveniently located at 960135 Gateway Boulevard, our practice is dedicated to transforming smiles and enhancing oral health through expert orthodontic services. For a limited time, embark on your journey to a perfect smile with special savings on braces or Invisalign treatment when you start today. Our top-rated orthodontists are available across five convenient Coastline Orthodontics Clinic locations in Jacksonville, Fernandina Beach, Macclenny, and St. Johns.
Jeffrey Bradford Mokris, DMD, MS
Welcome to Jeffrey Bradford Mokris, DMD, MS – Your Trusted Orthodontic Partner in Fernandina Beach, Florida! Located at 960135 Gateway Boulevard, Fernandina Beach, Florida, our practice is part of the esteemed Coastline Orthodontics network, dedicated to transforming smiles across Jacksonville, Fernandina Beach, Macclenny, and St. Johns. With over 80 combined years of experience, our team of expert orthodontists has enhanced more than 30,000 smiles since 1983, ensuring each patient receives personalized and advanced care.
Valerie Minor, DMS, MS
Welcome to Valerie Minor, DMS, MS, your trusted destination for orthodontic care in Fernandina Beach, Florida. Conveniently located at 960135 Gateway Boulevard, our practice is part of the esteemed Coastline Orthodontics network, proudly serving the community with top-notch dental and orthodontic services. Limited Time Offer: Start your journey to a perfect smile today and save on braces or Invisalign treatment! Visit our expert orthodontists at one of our five top-rated clinics across Jacksonville, Fernandina Beach, Macclenny, and St. Johns. Whether you're in the military or supporting a military family, we accept Tricare and are dedicated to providing exceptional care to those who serve.
Forefront Law
Forefront Law: Your Trusted Legal Partner in Fernandina Beach and Jacksonville, Florida Welcome to Forefront Law, where we are committed to providing personalized legal services tailored to the unique needs and goals of individuals and families. Located at 1010 Atlantic Avenue, Fernandina Beach, Florida, and with an additional office at 6282 Dupont Station Court, E. Suite #3, Jacksonville, FL, we proudly serve clients throughout Florida and beyond.
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