The Best Family office financial planning in Yulee, Florida

Edward Jones - Financial Advisor: Jodi Collins, CFP®|AAMS™ is a reputable financial institution located at 463155 State Road 200 in Yulee, Florida, United States. Specializing in providing personalized financial planning services, Jodi Collins is a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS) who is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services tailored to each individual's unique needs. Whether you are planning for retirement, saving for your child's education, or investing for the future, Jodi Collins and her team are committed to providing expert guidance and support every step of the way.

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.

Welcome to Shawna Hodges-ERA Fernandina Beach Realty, your trusted partner in real estate located at 463155 Florida 200, Yulee, Florida 32097. Serving all of Nassau County since 1974, we are a full-service real estate and rental management firm dedicated to providing exceptional service to every client. Our team of over 25 experienced agents, who are long-term residents of Nassau County, are committed to helping you find not just a property, but a community to call home. At ERA Fernandina Beach Realty, we adhere to our core values of Integrity, Professionalism, Commitment, Teamwork, Family, Faith, and Stability. Our agents, including the highly recommended Kelli, are known for their communicative and attentive service, ensuring a seamless experience whether you're buying or selling a home. Clients praise Kelli for her deep market knowledge, reliability, and personal touch, making her an invaluable asset in navigating the fast-moving real estate market.