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TOP 30 Financial life planning in Jacksonville, FL
177 results found
A convenient service for searching for businesses, places and services
Farmers Insurance - Hersie Brooks
Farmers Insurance - Hersie Brooks is a reputable insurance agency located at 10750 Atlantic Boulevard, Jacksonville, Florida, United States. Established in 2015, Hersie Brooks, a lifelong Florida resident, serves the Jacksonville area with a focus on providing exceptional customer service and ensuring that clients are well-informed about their coverage options. The agency offers a wide range of insurance products including home, auto, boats, motorcycles, commercial, life insurance, and more. Whether you need comprehensive coverage, collision coverage, or are unsure about deductibles and medical payments, Hersie Brooks is here to help simplify the process for you. The agency also specializes in providing insurance for renters, small businesses, condos, and personal umbrella policies for added protection. With over 80 years of experience, Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliated partners offer competitive rates and discounts to help you save money. Contact Hersie Brooks today for a personalized insurance quote and start planning for a secure financial future.
Chip Crabtree, III
Chip Crabtree, III is a well-established finance and insurance agency located at 8777 San Jose Boulevard in Jacksonville, Florida, United States. With a reputation for excellence and personalized service, Chip Crabtree, III offers a wide range of financial and insurance products to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, the experienced team at Chip Crabtree, III is dedicated to helping you achieve your financial goals. Contact us today to learn more about our services and how we can help you secure your financial future.
Northwestern Mutual
Northwestern Mutual is a finance and insurance agency located at 4345 Southpoint Boulevard in Jacksonville, Florida, United States. With a strong reputation for financial stability and reliable insurance products, Northwestern Mutual offers a range of services to help individuals and businesses protect their assets and plan for the future. Their team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking for life insurance, retirement planning, or investment advice, Northwestern Mutual is committed to helping you achieve your financial goals.
BenefitMall
BenefitMall is a finance and insurance agency located at 4720 Salisbury Road in Jacksonville, Florida. As a leading provider of employee benefits and insurance solutions, BenefitMall offers a wide range of services to help businesses and individuals navigate the complex world of insurance and financial planning. With a team of experienced professionals, BenefitMall is dedicated to providing personalized and comprehensive solutions to meet the unique needs of each client. Whether you are looking for health insurance, retirement planning, or other financial services, BenefitMall is committed to helping you achieve your goals and secure your financial future.
John Hancock
John Hancock is an insurance agency located at 4651 Salisbury Road in Jacksonville, Florida, United States. With over 160 years of experience, we are dedicated to providing honest, reliable, and personalized financial advisory services to our customers. Our belief is that life insurance should improve and protect lives, and we are committed to transforming the industry with innovation and integrity. We offer a range of products to help our partners build their life insurance businesses and protect their clients' most important assets. As a member of John Hancock Vitality, you have access to the Galleri test, a powerful multi-cancer early detection tool that can screen for over 50 types of cancer with a single blood test. Our Advisors can help you navigate the complexities of managing your finances while planning for the future, whether it's retirement, college expenses, or other financial goals. We understand that your financial goals are unique and personal, which is why we offer fully customized plans tailored to your specific needs.
Jayson Judy - State Farm Insurance Agent
Jayson Judy - State Farm Insurance Agent is a trusted insurance agency located at 4745 Sutton Park Court in Jacksonville, Florida. Specializing in car insurance, home insurance, renter's insurance, life insurance, business insurance, and financial services, the agency serves residents of Jacksonville Beach, Neptune Beach, Atlantic Beach, Ponte Vedra, and surrounding areas. With over 10 years of experience, Jayson Judy and his team are dedicated to providing excellent customer service and meeting the needs of each individual. They are actively involved in the local community, volunteering with various organizations such as Beaches Habitat, Episcopal School of Jacksonville, and the City of Jacksonville Sheriffs department. Whether you are moving to the area or looking to protect your assets, Jayson Judy - State Farm Insurance Agent is committed to helping you manage risks, recover from the unexpected, and achieve your goals. Contact the agency today for a free quote on car insurance, home insurance, or life insurance.
Team N&L Wealth Builders
Team N&L Wealth Builders is a finance institution located at 11512 Lake Mead Avenue, Jacksonville, Florida, United States. Our mission is to help retirees protect their hard-earned savings and secure a guaranteed lifetime income that cannot be outlived. With a simple and clear approach, our team of experienced professionals is dedicated to providing options that protect your wealth and legacy for the long-term. We understand the challenges of planning for retirement in today's financial markets, which is why we offer educational seminars to help you make informed decisions about your future. Our products offer potential for accumulation, growth, and safety of principal, giving you confidence in your retirement savings strategies.
Della Porta Agency
Located in Jacksonville, Florida, the Della Porta Agency has been providing financial guidance to individuals, families, and business owners since 1985. As a premier financial services firm, we offer a range of services including insurance, asset management, and financial planning. Our team of talented and experienced professionals work with clients to create personalized strategies to help them achieve their financial goals. We are proud to have strong relationships with our clients and are committed to excellence in all that we do. Whether you are looking for insurance products, investment advice, or retirement planning, the Della Porta Agency is here to help you build, maintain, and protect your assets. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
Faith Wellness Center
Faith Wellness Center, located at 5298 Sunbeam Road in Jacksonville, Florida, is a health institution dedicated to providing quality healthcare without the financial burden. With a focus on Direct Primary Care, patients can enjoy unlimited access to comprehensive medical services at affordable rates. The patient-centered model emphasizes preventative care, personalized treatment, and timely access to doctors, empowering individuals to lead healthier lives through compassionate and holistic healthcare. The clinic offers a wide range of medical services, from routine check-ups to specialized treatments, all tailored to meet the unique needs of each patient. With a team of dedicated healthcare professionals, Faith Wellness Center prioritizes trust, respect, and expertise in every aspect of patient care. Virtual consultations, convenient appointments, and comprehensive management of chronic illnesses are just a few of the services offered to enhance the well-being and quality of life for all patients. Whether it's achieving weight goals, receiving expert-led cosmetic treatments, exploring medical cannabis options, or receiving advanced wound care, Faith Wellness Center is committed to providing top-notch care for every individual. Membership at Faith Wellness Center offers access to appointments without long wait times, personalized care plans, and the flexibility of in-person visits or virtual Telehealth appointments. The clinic does not prescribe long-term controlled substances and has "opted out" of Medicare billing to focus on providing the best care possible for its patients. With a strong emphasis on patient-centric care and affordable rates, Faith Wellness Center is setting the standard in research and clinical care to ensure that every individual has access to high-quality healthcare.
Eclectic Solutionz LLC
Eclectic Solutionz LLC is a reputable general contractor located at 7055 Blanding Boulevard in Jacksonville, Florida. With a team of skilled professionals, we offer a wide range of construction services to meet our clients' needs. From remodeling and renovations to new construction projects, we strive to provide top-notch craftsmanship and excellent customer service. Contact us today to discuss your project and see how Eclectic Solutionz LLC can bring your vision to life.
GoBeyond Aesthetics & Wellness
GoBeyond Aesthetics & Wellness is a beauty salon, hair care, health, and spa institution located at 9770 Baymeadows Road in Jacksonville, Florida, United States. Specializing in wellness, anti-aging, hair restoration, and aesthetics, our center offers a wide range of treatments from Botox and dermal fillers to laser treatments, body contouring, IV therapy, hormone replacement, hair transplants, and more. Our goal is to help you feel more confident, look and feel younger, and regain happiness regardless of your age. Whether you're looking for a quick fix or a more comprehensive treatment plan, we make it easy for you to prioritize self-care in your routine. Our convenient memberships and treatment plans cater to your individual needs and goals. Dazzle your loved ones with a beauty gift card, perfect for any occasion.
DiFranza Law PA
DiFranza Law PA is a reputable law firm located at 3840 Belfort Road in Jacksonville, Florida. Our institution prides itself on a culture of respect, excellence, and accessibility. Led by the experienced and compassionate attorney Lisa DiFranza, our team provides exceptional legal services in the areas of Guardianship, Guardian Advocacy, Adoption, Estate Planning, Elder Law, and Probate. With a focus on individual needs and abilities, we assist clients in establishing Guardianship for those who are unable to manage their physical health, safety, or financial resources. We also provide guidance on Guardian Advocacy for individuals who require assistance in decision-making. Additionally, our firm assists families in the adoption process, ensuring a smooth transition into a new family dynamic.
Erwin Insurance Agency
Erwin Insurance Agency, located at 6260 Dupont Station Court in Jacksonville, Florida, has been providing reliable insurance coverage since 1963. With over five decades of experience, our dedicated team is committed to ensuring that you are fully protected in every aspect of your life or business. We understand that insurance is more than just a necessary evil β it is a powerful tool to safeguard the things you love against the unexpected. Our insurance advisors specialize in creating custom plans tailored to your budget, so you can have peace of mind knowing that you are covered when you need it most. Whether you are looking for personal or business insurance, we are here to help you navigate the complex world of insurance and find the right coverage for your needs.
Hoffman David M CPA
Hoffman David M CPA is a trusted accounting and finance institution located at 101 Northeast 1st Avenue in Ocala, Florida, United States. Our mission is to improve YOUR business all around with practical strategy and valuable insight. From startup to retirement, we are here to be your trusted business partner in every stage of your life and business. Whether you are a small business or a large, multi-million dollar operation, H2 Advisors is the ideal firm to deliver accounting guidance, review, and support. Our team of experienced tax specialists provides comprehensive tax planning and preparation for individuals and businesses.
Riverplace Capital Management
Riverplace Capital Management is a trusted finance institution located at 1301 Riverplace Boulevard in Jacksonville, Florida, United States. Founded in 1998 by Peter Bower, Riverplace Capital is a well-respected wealth management firm that caters to small businesses, individual clients, and multi-generational families. Our team of experienced professionals offers personalized financial services tailored to long-term investors. Unlike many firms, we manage investments internally, ensuring direct communication and personalized attention for our clients. At Riverplace Capital, we strive for high performance and consistently meet or exceed industry benchmarks. We focus on selecting individual securities that are tax-efficient and strategically timed for optimal tax benefits. Our unique approach to investing reflects our independence of thought and commitment to providing exceptional service.
Wise Counsel
Wise Counsel is a reputable institution located at 3781 San Jose Place in Jacksonville, Florida, United States. We offer expert advice and guidance in various areas such as legal matters, financial planning, and personal development. Our team of experienced professionals is dedicated to providing valuable insights and solutions to help individuals navigate through life's challenges and make informed decisions. Whether you are seeking legal representation, financial advice, or personal counseling, Wise Counsel is here to support you every step of the way. Visit us today to see how we can help you achieve your goals and improve your overall well-being.
GerrityandCo.
Welcome to Gerrity & Co. Private Wealth Management, located at 5150 Belfort Road in Jacksonville, Florida, United States. We cater to a diverse client base of high-net-worth individuals, affluent clients, and individual trusts across the country. As an independently owned institution with no outside shareholders, we pride ourselves on building long-term relationships with our clients based on trust and understanding. Our team of professionals, with credentials such as Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU), is dedicated to providing objective financial advice and investment management services. We believe in offering tailored strategies to help you navigate the various financial challenges you may encounter throughout your life.
Woman's Worth
Woman'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.
Merrill Edge Advisory Center
The Merrill Edge Advisory Center, located at 4803 West Deer Lake Drive in Jacksonville, Florida, offers online investing, trading, brokerage, and financial advice services. Clients can get started with Merrill Guided Investing with no program fees for the first 6 months. The institution provides a wide range of brokerage and investment advisory services, including financial planning. It is important to note that investing in securities involves risks and there is always the potential of losing money. Returns are based on NAV and market price, and include fees and applicable loads. The institution also offers banking products through Bank of America, N.A. and affiliated banks, as well as insurance services through Merrill Lynch Life Agency Inc. Additional information can be found in the Client Relationship Summary and Form CRS.
Gunn & Company
Located at 13901 Sutton Park Drive South in Jacksonville, Florida, Gunn & Company is a client-focused CPA and financial planning firm specializing in tax planning and preparation services. Our goal is to help families achieve their most important life goals while ensuring all aspects of their finances are taken into consideration. At Gunn & Company, we believe in creating a comprehensive financial strategy that aligns with your long-term goals. Whether you are working towards financial independence, approaching retirement, or already retired, our team can help you navigate your financial journey while protecting your loved ones.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 4800 East Deer Lake Drive in Jacksonville, Florida, offers a range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to understand their goals and financial situation. They collaborate with industry analysts and specialists to create tailored financial strategies designed to meet long-term objectives. The branch also actively participates in charitable outreach to support local communities and non-profit organizations.
Riverside Wealth Advisors, LLC
Riverside Wealth Advisors, LLC, located at 10151 Deerwood Park Boulevard in Jacksonville, Florida, is a finance institution dedicated to helping individuals secure a stable financial future for themselves and their loved ones. With a team of experienced professionals, Riverside Wealth Advisors guides clients through the complexities of investing, retirement planning, and insurance selection with trust, honesty, and integrity. Their services include financial planning, investment management, estate planning, insurance planning, and wealth protection throughout all stages of life. Riverside Wealth Advisors specializes in transitioning clients to tax-free income streams and offers personalized strategies for each individual's financial journey. Schedule a consultation with their team to begin your path to financial success and a brighter future.
Todd L Middleton, ChFC , CFP , CLU
Todd L Middleton, ChFC, CFP, CLU is a prestigious finance institution located at 10375 Centurion Parkway in Jacksonville, Florida, United States. With a team of highly qualified professionals, including Chartered Financial Consultants, Certified Financial Planners, and Chartered Life Underwriters, the institution offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or protect your assets, Todd L Middleton, ChFC, CFP, CLU is dedicated to providing personalized solutions tailored to your unique needs. Trust in their expertise and experience to secure your financial future.
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.
Duggar & Traylor, LLC
Duggar & Traylor, LLC is an all-female CPA firm located in Jacksonville, Florida. Specializing in accounting and finance, our services include personal and business tax return preparation, accounting and financials, tax planning, and more. Our experienced team is dedicated to helping clients navigate their specific life or business situations and ensure they are maximizing their tax benefits. Contact us today to discuss how we can assist you with your financial needs.
Affordable Dentures & Implants
Affordable Dentures & Implants is a dental institution located at 800 Dunn Avenue in Jacksonville, Florida. As a dentist and health facility, we specialize in providing affordable tooth replacement options for our patients. Our Best Price Guarantee ensures that we offer the lowest prices in the area, and we also provide free consultations and X-rays for new denture patients. Financing options are available to make treatment accessible to all, and we accept insurance to help cover the cost of your new smile. Our services include dentures, dental implants, repairs, relines, and extractions. Our on-site dental lab supports our services, and we are proud to be part of the nation's largest provider network of dental implants. With upfront pricing, specialized payment plans, and financing options, we strive to make achieving your dream smile a reality without financial burden. Our friendly staff is here to discuss your options and help you choose the best treatment plan for your needs.
Golden Dog Title & Trust
Golden Dog Title & Trust is an insurance agency located at 14701 Philips Highway in Jacksonville, Florida, United States. Our goal is to simplify your life during every step of your transaction. With the ability to order title services from anywhere, whether you're on the go or at home, we strive to make the process as convenient as possible. Each of our locations is staffed with dedicated professionals who are committed to providing you with an exceptional closing experience. Whether your transaction is in Florida, South Carolina, or Texas (operating as DF TITLE, LLC dba Golden Dog Title), you can trust us to guide you through the process with integrity and professionalism.
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