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TOP 30 Family financial planning in Jacksonville, FL
169 results found
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Troy L Bankston - Financial Advisor, Ameriprise Financial Services, LLC
Troy L Bankston - Financial Advisor, Ameriprise Financial Services, LLC, located at 4601 Touchton Road in Jacksonville, Florida, is a trusted institution in the finance industry. Ameriprise has been recognized as the overall winner in the wealth manager category in the Kiplinger Readers’ Choice Awards 2023. With a focus on personalized financial advice, Troy L Bankston takes the time to understand your goals and priorities, whether it's saving for college, planning for retirement, or making smart investments. By offering tailored financial solutions, Ameriprise helps clients feel more confident and in control of their financial future. Ameriprise provides a complimentary initial consultation to individuals interested in improving their financial well-being. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser, and securities are offered by Member FINRA and SIPC. Troy L Bankston is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website.
Ade & McKanna Wealth Management - Ameriprise Financial Services, LLC
Ade & McKanna Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. The institution helps clients track their progress towards goals such as retirement, education, or major purchases like a second home. They provide regular reviews and updates to adapt to life changes and ensure clients stay on track. Clients can access their investments and accounts securely from any device. The institution offers complimentary initial consultations to discuss financial planning concepts and goals. Ameriprise financial advisors are registered in certain U.S. states and cannot guarantee future financial results. The institution emphasizes privacy and security, and clients agree to be bound by their website rules and regulations. They are committed to helping friends and family members achieve their financial goals through referrals. Clients can expect to hear from the institution soon after a referral. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Edward Jones - Financial Advisor: David Falcone
Edward Jones - Financial Advisor: David Falcone is a reputable finance institution located at 1500 Beach Boulevard in Jacksonville Beach, Florida, United States. With a focus on helping individuals and families achieve their financial goals, David Falcone provides personalized investment advice and services. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Edward Jones - Financial Advisor: David Falcone is dedicated to providing expert guidance and support every step of the way. Trust in David Falcone to help you navigate the complexities of the financial world and secure your financial future.
Todd A Perkins - Financial Advisor, Ameriprise Financial Services, LLC
Todd A Perkins is a financial advisor at Ameriprise Financial Services, LLC located at 4601 Touchton Road in Jacksonville, Florida, United States. With a focus on helping clients achieve their financial goals, Todd provides investment recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies, and track their financial journey. Access to investments and accounts is available anytime, anywhere for added convenience and security. Those interested in learning more can schedule a complimentary initial consultation to discuss financial planning concepts. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Todd A Perkins is registered in certain states to conduct securities business, as listed on FINRA's BrokerCheck website. The Confident Retirement® approach is used to help clients plan for a more secure financial future. Privacy and security are a top priority at Ameriprise Financial, with resources available to protect clients from email fraud. Referrals are welcomed, and Todd will reach out to friends or family members to help them achieve their financial goals.
Merrill Lynch Financial Advisor Darren Lupari
Located at 4800 East Deer Lake Drive in Jacksonville, Florida, Merrill Lynch Financial Advisor Darren Lupari offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. By focusing on your family, goals, and priorities, the financial advisor helps you navigate through life's changes and create a customized financial plan tailored to your needs. Through conversations and the Investment Personality Assessment, the team gets to know you better as an investor and helps you pursue your financial goals. With access to investment insights and banking solutions, they work with you to address your financial needs and help you achieve your aspirations. The team is committed to understanding you and what matters most to you, offering personalized investment strategies and comprehensive financial solutions to help you reach your goals. As a client of Merrill Lynch Wealth Management, you can expect dedicated one-on-one relationships and personalized advice to guide you through life's financial complexities.
AnchorPoint Advisors - Ameriprise Financial Services, LLC
AnchorPoint Advisors - Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides complimentary initial consultations to discuss retirement, education, major purchases, and more. Ameriprise financial advisors are registered in certain U.S. states and provide personalized financial planning concepts. They cannot guarantee future financial results but are committed to helping clients achieve their goals. The institution values privacy and security, adhering to strict regulations and guidelines. Clients can refer friends and family members for financial assistance, with the assurance that their referrals will be contacted promptly. With a focus on personalized financial planning and client satisfaction, AnchorPoint Advisors - Ameriprise Financial Services, LLC is dedicated to helping individuals achieve their financial goals.
Independent Life Insurance Company
Independent Life Insurance Company is a trusted insurance provider located at 135 West Bay Street in Jacksonville, Florida. With a commitment to providing personalized and comprehensive insurance solutions, Independent Life Insurance Company is dedicated to helping individuals and families protect their financial future. Their team of experienced professionals is ready to assist clients in finding the right life insurance coverage to meet their unique needs and goals. Whether you are looking for term life insurance, whole life insurance, or other insurance products, Independent Life Insurance Company is here to help you secure peace of mind for the future.
Consulting Solutions
Consulting Solutions, located at 8665 Baypine Road in Jacksonville, Florida, is a leading provider of world-class IT workforce and consulting solutions to renowned brands globally. Our team of experienced experts offers extensive knowledge and consulting expertise to help clients execute top-tier IT and transformation programs. Whether you require enterprise solutions or specialized project delivery, Consulting Solutions has the experience to help you achieve your goals. We strive to be the preferred provider of IT consulting solutions by delivering cutting-edge strategies, technology, and enterprise transformation solutions that drive performance. Our client-focused approach ensures that we understand and meet our clients' needs and objectives, providing "white glove" service and building strong relationships based on transparency, honesty, care, and communication. With a deep understanding of technology ecosystems and strategic goals, Consulting Solutions delivers solutions that result in world-class performance. Recognized for our trusted services, Consulting Solutions is a top choice for IT consulting solutions in North America. Our family of companies consists of innovative technology and consulting organizations specializing in various technology practices. Visit us at Suite 210 in Jacksonville, FL 32256 to learn more about how Consulting Solutions can help your organization succeed.
Mary Carter - Raymond James
Mary 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.
Social Care Services, LLC
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.
Henry Buchanan, P.A.
Henry Buchanan, P.A. is a reputable law firm located at 2508 Barrington Circle in Tallahassee, Florida. Established in 1974, our small but experienced team has over 125 years of combined legal expertise. We pride ourselves on providing personalized attention to each client, believing that it leads to the best outcomes. Our diverse civil practice includes representing professionals, businesses, financial institutions, insurance companies, and government entities across Florida. Conveniently situated in the capital city of Tallahassee, we are well positioned to represent clients in state and federal courts as well as administrative agencies. Henry Buchanan, P.A. is recognized in Martindale-Hubbell's Register of Preeminent Lawyers and holds an “AV” rating from Martindale-Hubbell.
Chuck Satterwhite - State Farm Insurance Agent
Chuck Satterwhite - State Farm Insurance Agent is a reputable insurance agency located at 521 South 6th Street in Macclenny, Florida, United States. Chuck Satterwhite has been a State Farm Agent since 1982 and holds a B.A. from the University of Central Florida. With years of experience, he has achieved various qualifications and is dedicated to serving the community of Baker County. At Chuck Satterwhite - State Farm Insurance Agent, customers can receive assistance with auto, homeowners, life, and health insurance needs. The agency also offers valuable advice on financial matters, such as avoiding money mistakes in college and staying safe while driving on rural roads. Whether you are looking to purchase an RV or need guidance on insurance options, Chuck Satterwhite and his team are here to help.
Montana Capital Car Title Loans
Montana Capital Car Title Loans is a finance institution located at 12635 North Main Street in Jacksonville, Florida. Whether you apply online or by phone, we are here to help you secure a fast and easy cash loan using your car title. Depending on the value of your car, the amount of money you need, and your ability to repay, you could receive up to $50,000. Your money can be sent directly to your bank account, debit card, or picked up at a MoneyGram location near you. Applications may be funded by Simple Cash Loans, Inc., dba Montana Capital Car Title Loans® or one of our lending partners. Loans are not available in all states, and in California, loans are made pursuant to the Department of Financial Protection and Innovation (DFPI). The credit decision may be based on information obtained from national databases. Loan amounts, terms, and APRs may vary. Loan proceeds are intended for personal, family, and household purposes. Minimum loan amounts vary by state, and consumers must demonstrate the ability to repay the loan.
Michael King, Bankers Life Agent
Michael King, Bankers Life Agent is an insurance agency located at 6620 Southpoint Drive South in Jacksonville, Florida, United States. As a Bankers Life Agent, Michael King specializes in providing insurance products and services to help individuals and families protect their financial futures. With a focus on personalized service and expert advice, Michael King is dedicated to helping clients find the insurance coverage that best suits their needs. Whether you are looking for life insurance, health insurance, or retirement planning services, Michael King, Bankers Life Agent is committed to helping you secure a stable and secure future.
Guidepost Montessori at Baymeadows
Guidepost Montessori at Baymeadows is a school located at 8401 Baymeadows Way in Jacksonville, Florida, United States. Our institution is dedicated to empowering each child to achieve independence through a hands-on curriculum and personalized learning. We believe in creating an environment where curiosity flourishes, independence grows, and academic excellence is a natural outcome. Our mission is to support each child in achieving their own independence by helping them gain knowledge, build skills, and develop personal character. At Guidepost, we work with parents to help their child grow and live well. We believe in cultivating joy in the pursuit of knowledge, effort applied to meaningful work, and achievements of oneself and others. Our students learn advanced skills at an accelerated pace, with many achieving literacy and advanced math skills at a young age.
Plenti
Plenti is a charming restaurant located at 200 Riverside Avenue in Jacksonville, Florida. Known for its delicious and diverse menu offerings, Plenti is a popular choice for locals and visitors alike. The restaurant boasts a warm and inviting atmosphere, perfect for enjoying a meal with friends or family. With a focus on fresh, locally-sourced ingredients, Plenti offers a variety of mouth-watering dishes to satisfy any craving. Whether you're in the mood for a hearty breakfast, a light lunch, or a decadent dinner, Plenti has something for everyone. Come experience the culinary delights of Plenti and indulge in a truly satisfying dining experience.
Intuition College Savings Solutions
Intuition College Savings Solutions is a leading institution dedicated to helping families plan and save for their children's higher education. Located at 6735 Southpoint Drive South in Jacksonville, Florida, our team of financial experts offers personalized guidance and innovative strategies to help parents achieve their college savings goals. Whether you're just starting to save or looking to maximize your existing funds, Intuition College Savings Solutions is here to support you every step of the way. Visit us today and secure a brighter future for your child's education.
Chris Nickas - State Farm Insurance Agent
Chris Nickas - State Farm Insurance Agent is located at 9542 Argyle Forest Boulevard in Jacksonville, Florida, United States. Situated in the Publix Shopping Center at OAKLEAF Plantation, this insurance agency is conveniently located across from the Oakleaf Town Center. Chris Nickas has been serving as a local State Farm agent since 2003, bringing a wealth of experience to the table. With a background in handling auto insurance claims dating back to 1988, Chris and his team are dedicated to providing personalized service to their customers. The agency offers a wide range of insurance coverage options, including auto, homeowners', renters', condo, motorcycle, boat, RV, life, and health insurance.
Daniel Lempesis - State Farm Insurance Agent
Welcome to the Daniel Lempesis State Farm Agency located at 2325 Park Street in Jacksonville, Florida! We are proud to serve the entire state of Florida, with a focus on relocations to Nassau, Duval, Clay and St. Johns counties. Our office offers a wide range of insurance services including car insurance, home insurance, life and health insurance, and more. When you visit our office, you'll be greeted with a warm reception area and offered refreshments during your visit. Our team is dedicated to providing excellent customer service and helping our clients manage the risks of everyday life, recover from the unexpected, and achieve their dreams.
Kelsey Shay - State Farm Insurance Agent
Kelsey Shay - State Farm Insurance Agent is a reputable insurance agency located at 86058 Saint Peter Boulevard in Yulee, Florida, United States. The agent, Kelsey Shay, takes pride in serving the people of North Florida and has a passion for helping families plan for their futures and be prepared for the unexpected. The agency offers a variety of insurance services including auto, homeowners, renters, business, life, health, and pet insurance. They also provide online banking services and relocation quotes for first-time homebuyers. The agency serves the areas of Yulee, Fernandina, Callahan, Hilliard, Bryceville, and North Jacksonville, as well as the entire Nassau County. Kelsey Shay is a second-generation State Farm agent with a background in Catastrophe Claims and Customer Care. She and her professional staff are dedicated to providing the highest level of customer service and helping customers reach their financial goals.
HealthMarkets Insurance - Jonathon Huston
HealthMarkets Insurance - Jonathon Huston is a reputable health insurance agency located at 10199 Southside Boulevard in Jacksonville, Florida. With a focus on providing personalized insurance solutions to meet the individual needs of each client, Jonathon Huston and his team are dedicated to helping individuals and families find the right coverage at an affordable price. Whether you are looking for health insurance for yourself, your family, or your business, HealthMarkets Insurance can help you navigate the complex world of insurance options and find the best plan for your specific needs. Contact Jonathon Huston today to schedule a consultation and take the first step towards securing your health and financial well-being.
John Hancock
John Hancock is an insurance agency located at 940 Cesery Boulevard in Jacksonville, Florida, United States. With a belief that life insurance should provide a foundation for a longer, healthier, and better life, John Hancock has been a trusted partner for over 160 years. The institution offers financial advisory services with a personal touch, helping clients navigate the complexities of managing day-to-day financial demands while preparing for the future. John Hancock is committed to honesty, reliability, and innovation, marrying the best of a longstanding company with leading-edge technology to transform the industry. The institution offers a variety of products designed to add real value for the life of the policy, and partners with Life Happens to empower students to ease the financial burden of paying for college.
Wanda Fort - Aflac Insurance Agent
Wanda Fort - Aflac Insurance Agent is an insurance agency located at 6751 Cabello Drive in Jacksonville, Florida, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life's unexpected events. From accidents to serious health diagnoses, Aflac pays cash benefits to help ease the financial burden. Our coverage includes assistance with deductibles, co-pays, hospital stays, dental care, vision care, and more. We also offer options for employers to provide quality insurance products for their employees at no direct cost. If you're interested in becoming an Aflac insurance agent, we provide opportunities for unlimited potential and flexibility. Please note that individual and group insurance is offered by American Family Life Assurance Company of Columbus, except in New York where coverage is offered by American Family Life Assurance Company of New York. Dental and vision plans are administered by Aflac Benefit Solutions, Inc. Aflac's Premium Life, Absence, and Disability Services are available in all states except Puerto Rico, Guam, or the Virgin Islands and are offered by Continental American Insurance Company. Please be aware that products may not be available in all states and may vary depending on state law.
Roy Lovitt Health and Life Insurance Agency
Roy Lovitt Health and Life Insurance Agency is a trusted insurance agency located at 10199 Southside Boulevard in Jacksonville, Florida. Specializing in health and life insurance, our agency is dedicated to providing individuals and families with comprehensive coverage options to protect their well-being and financial security. With a team of experienced agents, we offer personalized services to help clients find the right insurance solutions tailored to their specific needs. Whether you are looking for health insurance for your family or life insurance to secure your loved ones' future, Roy Lovitt Health and Life Insurance Agency is here to help. Contact us today to learn more about our services and how we can assist you in safeguarding your health and financial stability.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company is an insurance agency located at 10151 Deerwood Park Boulevard in Jacksonville, Florida, United States. We offer a variety of products to help you plan for your financial future, whether personally or for your business. Our personalized guidance and solutions are tailored to your specific needs, helping you navigate through the many decisions involved in financial planning. Explore our financial tools, educational articles, and interactive calculators to feel more confident about your personal finance. With a commitment to providing the highest quality products and services, we can help you with all your family's life insurance and financial needs. Our comprehensive rewards package and world-class training and development opportunities demonstrate our commitment to your personal success. Securities are offered by Registered Representatives through W&S Brokerage Services, Inc., a member of FINRA/SIPC. Please consult with an attorney or tax advisor regarding your specific legal or tax situation, as we do not provide legal or tax advice. Western & Southern Life is the marketing name for The Western and Southern Life Insurance Company and Western-Southern Life Assurance Company, with each company being financially responsible for its own products and services. Our financial strength ratings apply to the individual member insurance companies affiliated with Western & Southern. Remember to carefully review the privacy, copyright, security, and information quality policies of any external websites you visit through links provided on our website.
Darryl Wakefield - State Farm Insurance Agent
Welcome to the Darryl Wakefield State Farm Agency, located at 11555 Central Parkway in Jacksonville, Florida. Our team believes in compassionately helping people with professionalism and integrity. We offer a wide range of insurance services, including Auto, Homeowner's, Life, Renters, Condo, and Flood Insurance, as well as financial services, ATV, RV’s, Motorcycle, and Health Insurance options, Small Business Insurance, and more. Our bilingual team can assist customers in English and Spanish, serving the North Florida Community and counties in Georgia. We are licensed to help customers with all their insurance needs, including those transferring from out of state to the North Florida area.
Lynn Spears - Aflac Insurance Agent
Lynn Spears - Aflac Insurance Agent is an insurance agency located at 928 Collinswood Drive in Jacksonville, Florida, United States. We offer a wide range of insurance policies to provide an extra layer of protection for life's unexpected events. Aflac pays cash for covered accidents, positive diagnoses, and serious health events, helping you focus on recovery instead of financial worries. Our policies also help with deductibles, co-pays, and out-of-pocket expenses during hospital stays. We provide dental and vision coverage with no networks or deductibles, as well as benefits for eye care and out-of-pocket medical expenses not covered by major medical insurance. Employers can offer quality products to their employees at no direct cost, and individuals have the opportunity to become Aflac insurance agents. Our services are offered by American Family Life Assurance Company of Columbus, with group policies provided by Continental American Insurance Company. Aflac Benefit Solutions administers dental and vision plans. Aflac's Premium Life, Absence, and Disability Services are available in all states except Puerto Rico, Guam, and the Virgin Islands, administered by Continental American Insurance Company. Administrative services are not insurance or legal advice, and product availability may vary by state. Direct to Consumer Business is underwritten by Tier One Insurance Company in California.
American Health
American Health is a leading health insurance agency located at 12083 Footman Court in Jacksonville, Florida. We are dedicated to providing comprehensive health insurance coverage to individuals and families across the United States. Our team of experienced professionals is committed to helping our clients find the right insurance plan to meet their specific needs and budget. With a focus on quality care and customer service, American Health is your trusted partner in navigating the complex world of healthcare insurance. Contact us today to learn more about how we can help you protect your health and financial well-being.
Rushing Insurance
Rushing Insurance is a top-rated property and casualty insurance agency located at 700 South Palafox Street in Pensacola, Florida. Serving clients in North Florida and South Alabama for over 30 years, Rushing Insurance offers comprehensive insurance coverage for families and businesses in Daphne, Jacksonville, and surrounding areas. As your personal insurance agent, Rushing Insurance provides tailored solutions to meet your specific needs, whether you are looking for personal insurance, business insurance, homeowners insurance, or auto insurance. Their team of experts will work with you to find the right plan that covers the crucial areas while keeping costs down.
Woodmen of the World Insurance
Woodmen of the World Insurance is a reputable insurance agency located at 5901 Trout River Boulevard in Jacksonville, Florida, United States. With a strong focus on providing comprehensive insurance solutions to individuals and families, Woodmen of the World Insurance offers a wide range of insurance products such as life insurance, retirement planning, and investment options. Their experienced agents are dedicated to helping clients protect their financial future and achieve their long-term goals. Trust Woodmen of the World Insurance to provide personalized and reliable insurance services tailored to meet your specific needs.
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