Financial security planning in Jacksonville, FL
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UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading finance institution located at 1 Independent Drive in Jacksonville, Florida, United States. With a strong reputation for providing top-notch financial services, UBS offers a wide range of investment and wealth management solutions to clients. Whether you're looking to grow your portfolio, plan for retirement, or secure your financial future, UBS Financial Services Inc. has the expertise and resources to help you achieve your goals. Trust in UBS for all your financial needs.
1 Independent Dr Suite 1700, Jacksonville, FL 32202, United States -
Towers Wealth Management Group - UBS Financial Services Inc.
● OpenTowers Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at One East Independent Drive in Jacksonville, Florida, United States. Specializing in wealth management, this institution offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a team of experienced professionals, Towers Wealth Management Group provides personalized investment strategies and expert advice to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Towers Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you achieve financial success.
One E Independent Dr, Jacksonville, FL 32202, United States -
Jacksonville, FL Private Wealth Management - UBS Financial Services Inc.
● OpenJacksonville, FL Private Wealth Management - UBS Financial Services Inc. is a renowned financial institution located at 1 Independent Drive in Jacksonville, Florida, United States. With a focus on providing personalized wealth management services, UBS Financial Services Inc. offers a wide range of financial solutions tailored to meet the individual needs and goals of their clients. Their team of experienced professionals is dedicated to helping clients achieve financial success and security through strategic investment planning, asset management, and comprehensive financial advice. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Jacksonville, FL Private Wealth Management - UBS Financial Services Inc. is committed to helping you reach your financial goals.
1 Independent Dr 30th Floor, Jacksonville, FL 32202, United States -
Liesl Savage - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLiesl Savage - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway, Jacksonville, Florida, United States. Liesl Savage holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, indicating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services such as portfolio management, wealth transfers, and financial planning for domestic partners. Liesl Savage is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Liesl Savage strives to help clients achieve their financial goals and secure their financial future.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States -
Edward Jones - Financial Advisor: Stephen G Sanders III, CRPC™
● OpenEdward Jones - Financial Advisor: Stephen G Sanders III, CRPC™ is a reputable financial institution located at 9823 Tapestry Park Circle in Jacksonville, Florida, United States. As a Certified Retirement Planning Counselor (CRPC™), Stephen G Sanders III is dedicated to providing personalized financial advice and guidance to help clients achieve their long-term financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones is committed to helping you make informed financial decisions. With a focus on building long-lasting relationships based on trust and integrity, Edward Jones - Financial Advisor: Stephen G Sanders III, CRPC™ is a trusted partner in helping clients secure their financial future.
9823 Tapestry Park Circle Suite 20, Jacksonville, FL 32246, United States -
Abby Santiago - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAbby Santiago, a Financial Advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, offers a wide range of financial services to meet the needs of individuals and businesses. Abby holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethics and continuing education, Abby provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Abby Santiago is dedicated to helping you make informed decisions and secure your financial future. Contact Abby Santiago today for expert financial guidance and support.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States -
Edward Jones - Financial Advisor: Jesse Dale
● OpenEdward Jones - Financial Advisor: Jesse Dale is a reputable financial institution located at 9823 Tapestry Park Circle in Jacksonville, Florida, United States. Specializing in personalized financial planning and investment strategies, Jesse Dale and his team provide expert guidance to clients looking to secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jesse Dale is dedicated to helping individuals and families achieve their financial goals. Contact them today to schedule a consultation and start planning for a more secure tomorrow.
9823 Tapestry Park Circle Suite 20, Jacksonville, FL 32246, United States -
Andrew Laino - Prudential Financial
● OpenAndrew Laino - Prudential Financial is a reputable finance and insurance agency located at 701 San Marco Boulevard in Jacksonville, Florida, United States. With a strong focus on providing top-notch financial services and insurance solutions, the institution is committed to helping clients achieve their financial goals and secure their future. The experienced team at Andrew Laino - Prudential Financial is dedicated to offering personalized and tailored advice to meet the unique needs of each individual or business. Whether you are looking for investment guidance, retirement planning, or insurance coverage, you can trust Andrew Laino - Prudential Financial to provide expert assistance and support every step of the way.
701 San Marco Blvd 1 Floor, Jacksonville, FL 32207, United States -
David N Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenDavid N Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4601 Touchton Road, Jacksonville, Florida, United States, is a finance institution offering a range of services to meet the unique needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the team at Ameriprise Financial Services, LLC is dedicated to providing expert advice on asset management, investment strategies, retirement planning, estate planning, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the advisors at David N Adams are equipped with the knowledge and expertise to help you achieve your financial goals. From behavioral financial advising to specialized designations like CASL®, CFA®, CFP®, and more, the team at Ameriprise Financial Services, LLC is committed to providing comprehensive and personalized financial planning services. Contact them today to start planning for a secure financial future.
4601 Touchton Rd Ste 3120, Jacksonville, FL 32246, United States -
Gary B Whittaker - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGary B Whittaker, a financial advisor at Ameriprise Financial Services, LLC, located at 4601 Touchton Road in Jacksonville, Florida, offers personalized investment and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to track progress and update strategies as life changes, you can access your investments and accounts securely from any device. Gary Whittaker provides a complimentary initial consultation to discuss your financial goals and offer insights on market trends. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC provides investment products and services with a focus on helping clients achieve a more confident financial future. Please refer to FINRA's BrokerCheck website for more information on Gary B Whittaker's registration status in your state. Contact Gary Whittaker today to begin planning for your financial success.
4601 Touchton Rd Ste 3120, Jacksonville, FL 32246, United States -
Cory Nye - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCory Nye is a financial advisor at Ameriprise Financial Services, LLC, located at 4601 Touchton Road in Jacksonville, Florida, United States. Cory Nye holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Cory Nye's expertise and commitment to providing comprehensive financial planning services to clients. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for specific circumstances such as divorce or military service, Cory Nye has the knowledge and skills to help you achieve your financial goals. Contact Cory Nye at Ameriprise Financial Services, LLC for personalized financial advice and guidance.
4601 Touchton Rd Ste 3120, Jacksonville, FL 32246, United States -
AFG Investments / Anchor Financial Group
● OpenAFG Investments, also known as Anchor Financial Group, is a renowned finance institution located at 12412 San Jose Boulevard in Jacksonville, Florida, United States. With a strong reputation for providing expert financial services, AFG Investments offers a wide range of investment opportunities and financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, AFG Investments is dedicated to providing personalized and reliable services to meet your needs. Contact us today to learn more about how we can help you reach your financial goals.
12412 San Jose Blvd, Jacksonville, FL 32223, United States -
Jacob Luther - Regions Financial Advisor
● OpenJacob Luther - Regions Financial Advisor is a trusted institution located at 9356 San Jose Boulevard in Jacksonville, Florida. Jacob Luther is a Financial Advisor with Regions Investment Solutions, dedicated to helping clients with their immediate financial needs as well as developing a comprehensive strategy for long-term financial goals. As a trusted partner, Jacob Luther aims to make the journey towards financial success as easy as possible for clients. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc.
9356 San Jose Blvd, Jacksonville, FL 32257, United States -
Key Financial Group
● ClosedKey Financial Group is a reputable finance institution located in Jacksonville, Florida. Our dedicated team of financial experts is committed to providing personalized and comprehensive financial solutions to our clients. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help you achieve your financial goals. Visit us at 6271 Dupont Station Court to learn more about how Key Financial Group can assist you in securing your financial future.
6271 Dupont Station Ct, Jacksonville, FL 32217, United States -
Indus College Planning Services
● OpenIndus College Planning Services, located at 3000 Hartley Road in Jacksonville, Florida, is a finance institution dedicated to helping students and families navigate the complex world of college planning. With a team of experienced financial advisors, Indus College Planning Services offers personalized guidance on saving for college, applying for financial aid, and understanding the costs associated with higher education. Whether you're a high school student exploring your options or a parent looking to secure your child's future, Indus College Planning Services is here to support you every step of the way.
3000 Hartley Rd #5, Jacksonville, FL 32257, United States -
First Fidelity Financial Group
● OpenFirst Fidelity Financial Group is a leading finance institution located at 3000 Hartley Road in Jacksonville, Florida, United States. With a strong commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, First Fidelity Financial Group is here to help. Trust us to provide you with personalized solutions tailored to your specific needs and financial situation. Visit us today and let us help you secure a brighter financial future.
3000 Hartley Rd # 3, Jacksonville, FL 32257, United States -
Merrill Lynch Financial Advisor Tony Conticelli
● ClosedLocated 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.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Tony White - Prudential Financial
● OpenTony White - Prudential Financial is a reputable finance and insurance agency located at 701 San Marco Boulevard in Jacksonville, Florida, United States. With a strong focus on providing top-notch financial services and insurance products, our experienced team is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Tony White - Prudential Financial is committed to providing personalized solutions to meet your needs. Contact us today to learn more about how we can assist you in building a secure financial future.
701 San Marco Blvd 19th Floor, Jacksonville, FL 32207, United States -
Adam McDonough - Prudential Financial
● OpenAdam McDonough - Prudential Financial is a reputable finance and insurance agency located at 701 San Marco Boulevard in Jacksonville, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including retirement planning, investment management, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Adam McDonough - Prudential Financial is dedicated to helping you achieve your goals. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike.
701 San Marco Blvd 19th Floor, Jacksonville, FL 32207, United States -
Mclain Johnson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMclain Johnson is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. With a focus on providing personalized financial solutions, Mclain Johnson offers expertise in various areas of finance to help clients achieve their financial goals. At Ameriprise, each advisor has their own "Top areas of focus" to cater to the specific needs of their clients. By reviewing the results based on your location search, you can determine which approach aligns best with your financial goals. You can also explore Mclain Johnson's background, credentials, and experience to ensure they are the right fit for your financial needs.
6817 Southpoint Pkwy Ste 1001, Jacksonville, FL 32216, United States -
Ellisor Wealth Management - Ameriprise Financial Services, LLC
● OpenEllisor 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. Clients can track their progress towards their financial goals securely from any device. The institution provides regular reviews and updates to adapt to life changes. They offer complimentary initial consultations to discuss retirement planning and other financial goals. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. Clients can explore the Retirement InteractiveSM tool to address common retirement concerns such as income sustainability and market fluctuations. Ameriprise Financial Services, LLC cannot guarantee future financial results. The institution values referrals and is committed to helping friends and family achieve their financial goals. Clients can expect to hear from the institution soon after a referral.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States -
Fox, Forrestel & Associates - Ameriprise Financial Services, LLC
● OpenFox, Forrestel & Associates - Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. They offer a range of financial services including investment advice, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides a complimentary initial consultation to discuss financial planning concepts and goals. Ameriprise financial advisors are registered to do business in certain U.S. states and cannot guarantee future financial results. They prioritize what is most important to each client, whether it be retirement planning, education savings, or major purchases. The institution values privacy and security, with strict rules and regulations in place to protect client information. Clients can refer friends or family members to the institution for assistance in achieving their financial goals.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States -
Olivia Ade - Financial Advisor, Ameriprise Financial Services, LLC
● OpenOlivia Ade, a financial advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Olivia documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can securely access investments and track progress online from any device. To schedule a complimentary initial consultation or learn more about financial planning concepts, visit Olivia Ade's profile on FINRA's BrokerCheck website. With a commitment to helping clients achieve their financial goals, Olivia looks forward to meeting with you or your referrals soon. Please note that securities business is conducted only in states where Olivia is properly registered. Ameriprise Financial cannot guarantee future financial results, and users of the website are bound by Ameriprise Financial's rules and regulations. Member FINRA and SIPC.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 4835 Town Center Parkway in Jacksonville, Florida, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is committed to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Raymond James Financial Services can provide personalized solutions to meet your needs.
4835 Town Center Pkwy, Jacksonville, FL 32246, United States -
Lunise Casimir-Dufrene: Primerica - Financial Services
● OpenLunise Casimir-Dufrene: Primerica - Financial Services is a finance and insurance agency located at 3830 Williamsburg Park Boulevard in Jacksonville, Florida, United States. We specialize in providing a wide range of financial services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you in securing your financial future.
3830 Williamsburg Park Blvd # 7, Jacksonville, FL 32257, United States -
Amy Woodson - WMC Financial Advisor
● ClosedAmy Woodson - WMC Financial Advisor is a reputable financial institution located at 4345 Southpoint Boulevard in Jacksonville, Florida, United States. Specializing in providing expert financial advice and guidance, Amy Woodson and her team are dedicated to helping clients achieve their financial goals and secure their financial future. With a strong focus on personalized service and tailored solutions, they offer a range of financial services including investment planning, retirement planning, wealth management, and more. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Amy Woodson - WMC Financial Advisor is committed to providing you with the expertise and support you need.
4345 Southpoint Blvd, Jacksonville, FL 32216, United States -
Edward Jones - Financial Advisor: Jonathan M Leonard, CFP®
● OpenEdward Jones - Financial Advisor: Jonathan M Leonard, CFP® is a reputable financial institution located at 13241 Bartram Park Boulevard in Jacksonville, Florida. With a focus on providing personalized financial planning services, Jonathan M Leonard, a Certified Financial Planner, helps clients achieve their financial goals and secure their financial future. Whether it's retirement planning, investment management, or estate planning, clients can trust Edward Jones to provide expert advice and guidance. Visit us today to start planning for a more secure tomorrow.
13241 Bartram Park Blvd Ste 901, Jacksonville, FL 32258, United States -
Heritage Financial & Fiduciary Services
● OpenHeritage Financial & Fiduciary Services is a reputable institution located at 4446 Hendricks Avenue in Jacksonville, Florida, United States. Our team of experienced professionals provides a wide range of financial and fiduciary services to help individuals and businesses achieve their financial goals. Whether you need assistance with estate planning, investment management, or retirement planning, we are here to provide personalized solutions tailored to your specific needs. With a commitment to integrity and excellence, Heritage Financial & Fiduciary Services is dedicated to helping our clients secure their financial future.
4446 Hendricks Ave, Jacksonville, FL 32207, United States -
The KEYSTONE FINANCIAL STRATEGIES Group
● OpenThe KEYSTONE FINANCIAL STRATEGIES Group is a leading finance institution located at 50 North Laura Street in Jacksonville, Florida, United States. With a team of experienced financial experts, we offer a wide range of strategies and services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, our dedicated team is here to provide personalized guidance and support. Trust KEYSTONE FINANCIAL STRATEGIES Group to help you navigate the complex world of finance and secure a prosperous future.
50 N Laura St, Jacksonville, FL 32202, United States -
Merrill Lynch Financial Advisor Jonathan Adamski
● Closedn, big or small, Merrill Lynch Financial Advisor Jonathan Adamski is here to help. Located at 50 North Laura Street in Jacksonville, Florida, our institution takes pride in getting to know each client personally to develop a customized financial strategy that aligns with their individual goals and priorities. Our team collaborates with clients to understand their primary financial goals, risk tolerance, and time horizons, providing guidance and resources to help them pursue their most meaningful objectives. Whether you are focused on wealth accumulation, preservation, or transferring assets to the next generation, we are committed to assisting you at every stage of your financial journey.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States
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