TOP 30 Independence through investing in Jacksonville, Florida

Jacksonville Florida Financial Planners - Dividend Financial Group is a leading finance institution located at 4465 Baymeadows Road in Jacksonville, Florida, United States. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies, retirement planning, and wealth management services. With a commitment to transparency, integrity, and excellence, we strive to provide our clients with the knowledge and tools they need to make informed financial decisions. Contact us today to schedule a consultation and start planning for a secure financial future.

Jacksonville, 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.

Lyon Investment Services is a leading financial institution located at 1450 Flagler Avenue in Jacksonville, Florida, United States. Our team of expert advisors is dedicated to helping our clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on transparency, integrity, and exceptional customer service, Lyon Investment Services is committed to providing top-notch financial solutions to individuals and businesses alike. Contact us today to see how we can help you secure your financial future.

Brown Fertility is a nationally recognized fertility center located at 2200 Fowler Grove Boulevard in Winter Garden, Florida, United States. As a leading institution in the field, we are personally invested in the success of our patients. Our team is dedicated to providing cutting-edge technology and support to help you achieve your dream of parenthood. From the moment you walk through our doors, we are here to listen, offer advice, and provide the guidance you need on your fertility journey. Our success rates speak for themselves, and we are proud to be recognized among America's Best Fertility Clinics in 2023.

Impact Financial Strategies is a multifaceted institution located in Jacksonville, Florida, specializing in finance, health, and insurance services. Our dedicated team of professionals is committed to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to secure your future with comprehensive insurance coverage, plan for retirement, or improve your overall financial health, Impact Financial Strategies is here to provide the support and resources you need. Visit us at 3603 Cardinal Point Drive to learn more about how we can make a positive impact on your financial well-being.

Philip Thomas, Bankers Life Agent is a reputable insurance agency located at 6620 Southpoint Drive South in Jacksonville, Florida, United States. As a trusted representative of Bankers Life, our institution is dedicated to helping individuals and families secure their financial futures through a range of insurance products and services. With a focus on personalized customer service and expert advice, we strive to provide our clients with the best insurance solutions to meet their unique needs. Contact us today to learn more about how we can help you protect what matters most.

Lincoln Financial Advisors Corp is an independent broker-dealer located at 1 Independent Drive, Jacksonville, Florida, United States. Our financial professionals are dedicated to building long-term client relationships and providing personalized solutions for individuals and business owners. We offer fee-based financial planning services to help clients develop estate, business succession, retirement, and financial plans. Our firm is a member of SIPC and offers investment advisory services through Lincoln Financial Advisors Corp. or Sagemark Consulting. We are not affiliated with Lincoln Financial Group or any of its affiliates. For more information about our services and fees, please refer to our Form CRS - Customer Relationship Summary.

Merrill Lynch Financial Advisor Christopher R Hunter is a finance institution located at 50 North Laura Street, Jacksonville, Florida, United States. Christopher follows the deep-seated Merrill tradition of community involvement and volunteering. With the Merrill Personal Wealth Analysis™, a personalized plan can be created centered on your goals. Supported by the global resources of Merrill, Christopher's team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, Christopher aims to understand your goals and priorities to provide tailored financial advice. Through the Investment Personality Assessment, Christopher gains a deeper understanding of your investing preferences to help customize a financial approach aligned with your goals. With access to investment insights and banking solutions, Christopher works with you to develop a financial approach designed to address your needs. Christopher's mission is to understand you and your aspirations to help you design and implement a personalized plan to manage investment risk and pursue financial goals. By checking in regularly and adjusting your financial approach as needed, Christopher aims to help you stay on track to achieve what's important to you. Let's work together to help you achieve your goals with a customized investment approach.

Fleishel Financial is a finance institution located at 12443 San Jose Boulevard, Jacksonville, Florida, United States. Our unique Clarity and Confidence for Life® process allows our clients to focus on what matters most in life, such as family, health, spirituality, career, or hobbies, by providing them with peace of mind about the future. We specialize in helping families, executives, and business owners reach their financial goals through personalized financial planning services. Our in-depth discovery session helps us understand your current financial situation, risks, opportunities, and goals, so we can create a customized strategy to help you achieve your dreams.

Waddell & Reed, Inc. is a leading financial advisory firm located at 4600 Touchton Road in Jacksonville, Florida. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Western Management Consultants is a reputable finance institution located at 101 Century 21 Drive in Jacksonville, Florida. With a focus on providing top-notch financial services and consulting to clients, Western Management Consultants has built a strong reputation for excellence in the industry. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to invest, plan for retirement, or manage your wealth, Western Management Consultants is here to guide you every step of the way.

Congruent Wealth is a leading finance institution located at 7077 Bonneval Road in Jacksonville, Florida, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. At Congruent Wealth, we prioritize building long-term relationships with our clients based on trust, transparency, and integrity. Contact us today to learn more about how we can help you secure your financial future.

The Inman Company is an independent Boutique Investment Banking and Consulting firm located in Jacksonville, Florida. We specialize in serving private companies and family businesses across the United States, helping them maximize shareholder value and take advantage of market opportunities. With over fifty years of experience, we offer a wide range of financial advisory and transaction services for lower middle market companies with revenues typically between $10 million to $500 million. Our team at The Inman Company works closely with business owners and management to address critical corporate finance issues and develop strategies for maximizing value. We assist clients in sell-side transactions, exit strategy planning, growth through acquisitions, debt restructuring, and corporate recapitalization. Our industry expertise spans across manufacturing, information technology, healthcare, and other business services, allowing us to serve clients without bias or conflicts of interest.

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.

Tactive is a finance institution located at 7400 Baymeadows Way in Jacksonville, Florida, United States. We specialize in leveling the financial playing field through custom tactical investment strategies. Our award-winning platform provides individuals with access to institutional-quality investment strategies. Simply set your financial goal, select a strategy based on your risk assessment, and watch your investment perform. Our mission is to provide access and financial independence through evolving technology. Launch your active investment journey with just a few clicks. If you prefer guidance, our dedicated wealth advisors can customize a financial plan based on your unique goals. At Tactive, we believe in minimizing drawdowns to protect your investments. Contact us at our Jacksonville location for personalized financial strategies tailored to your needs and objectives.

Verso Wealth Strategists is a leading finance institution located at 11555 Central Parkway in Jacksonville, Florida. Our team of experienced wealth strategists is dedicated to helping our clients achieve their financial goals through personalized and innovative strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Verso Wealth Strategists is here to provide expert guidance and support. Contact us today to learn more about how we can help you secure a brighter financial future.

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.

Achieve More Coaching is a finance institution located at 3948 3rd Street South in Jacksonville Beach, Florida, United States. Our team of experienced coaches is dedicated to helping individuals and businesses reach their financial goals through personalized coaching sessions. Whether you are looking to improve your budgeting skills, increase your savings, or grow your investments, Achieve More Coaching is here to support and guide you every step of the way. With a focus on practical strategies and actionable advice, we empower our clients to take control of their finances and achieve greater success. Contact us today to schedule a consultation and start on the path towards financial freedom.

Heritage Financial Advisory is a leading finance institution located at 10199 Southside Boulevard in Jacksonville, Florida. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies, retirement planning, and wealth management services. With a focus on heritage and tradition, we strive to provide expert guidance and support to ensure our clients' financial success for generations to come. Visit us today to learn more about how Heritage Financial Advisory can help secure your financial future.

Lovett Miller & Co is a leading finance institution located at 1 Independent Drive in Jacksonville, Florida. With a strong reputation for providing expert financial services, Lovett Miller & Co offers a wide range of investment and advisory services to clients. Their experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Lovett Miller & Co is committed to providing top-notch financial guidance and support.

Located 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.

Krier Wealth Management is a leading financial institution located in Jacksonville, Florida. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on integrity and transparency, we provide a range of services including investment planning, retirement planning, estate planning, and more. Visit us at 3840 Belfort Road to learn how we can help you secure your financial future.

Merrill Lynch Financial Advisor Tony Recco, located at 50 North Laura Street in Jacksonville, Florida, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, the institution offers a comprehensive approach to financial management. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service, with a focus on helping clients pursue their financial goals while managing investment risk. By understanding each client's unique needs and aspirations, the institution aims to create a customized plan designed to help clients achieve their long-term financial objectives. With a range of certifications and expertise, including the Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™ designations, Merrill Lynch Financial Advisor Tony Recco is equipped to provide clients with the guidance and support they need to navigate the complexities of the financial markets. Whether clients are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is dedicated to helping clients make informed decisions that align with their personal goals. With a focus on building long-term relationships and staying attuned to clients' changing needs, Merrill Lynch Financial Advisor Tony Recco is committed to helping clients achieve their financial aspirations.

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.

Merrill Lynch Financial Advisor Jaime Mariscal, located at 50 North Laura Street in Jacksonville, Florida, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Jaime Mariscal provides timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's unique financial situation and goals, Jaime creates personalized wealth management strategies designed to help clients pursue their objectives while managing investment risk. Through access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop a flexible financial approach tailored to their individual needs. With a focus on building long-term relationships, Jaime aims to help clients make informed decisions as they work towards their financial aspirations. Additionally, Merrill offers a variety of investment and advisory services to meet the diverse needs of clients, ensuring that each individual receives personalized guidance to help them achieve their financial goals.

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: Craig A Dekshenieks is a reputable financial institution located at 13171 Atlantic Boulevard in Jacksonville, Florida, United States. With a focus on personalized financial planning and investment services, Craig A Dekshenieks and his team are dedicated to helping clients achieve their long-term financial goals. Whether you are looking to save for retirement, plan for your children's education, or build wealth through strategic investments, Edward Jones is committed to providing expert guidance and support every step of the way. Visit their office today to start securing your financial future.

Reed Forrestel, a financial advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, offers personalized financial planning services to help clients achieve their goals. With a focus on building long-term relationships, Reed provides guidance on investment strategies, retirement planning, and more. By conducting securities business only in states where properly registered, Reed ensures compliance with regulations to protect clients' interests. Through a complimentary initial consultation, clients can gain insight into financial planning concepts and discuss their priorities. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, prioritizes privacy and security for clients' peace of mind. Contact Reed Forrestel today to start planning for a brighter financial future.

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.

The Matador Agency is a finance institution located at 6100 Greenland Road in Jacksonville, Florida, United States. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, The Matador Agency is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.