Personalized investment strategies in Jacksonville, FL
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Fleishel Financial
● ClosedFleishel 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.
12443 San Jose Blvd STE 601, Jacksonville, FL 32223, United States -
Block Advisors
● ClosedBlock Advisors is a trusted institution located at 11111 San Jose Boulevard in Jacksonville, Florida. Specializing in accounting and finance services, our team of experts is dedicated to providing personalized financial solutions to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, our experienced professionals are here to guide you every step of the way. With a focus on customer satisfaction and attention to detail, Block Advisors is committed to helping you achieve your financial goals.
11111 San Jose Blvd Ste 69, Jacksonville, FL 32223, United States -
Merrill Lynch Financial Advisor David M Baker
● ClosedMerrill Lynch Financial Advisor David M Baker is located at 50 North Laura Street, Suite 3700, Jacksonville, Florida, United States. Supported by the global resources of Merrill, the team at this institution is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Jim, a member of the Bledsoe Baker Busch & Associates team, focuses on performance analysis of asset classes and portfolio strategies. With a bachelor's degree in business from the College of Charleston and the Certified Investment Management Analyst® designation, Jim is well-equipped to provide investment advice. The institution believes in understanding clients' goals and priorities, adapting financial approaches as life changes. The team at Merrill Lynch Wealth Management works closely with clients to develop personalized plans to help achieve financial goals while managing risks. By utilizing Merrill's investment insights and Bank of America's banking solutions, clients receive comprehensive financial advice tailored to their needs. The institution offers the Merrill Personal Wealth Analysis™ to help build and document personalized plans centered around individual goals. The team is committed to helping clients stay on track by regularly reviewing and adjusting financial approaches. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor David M Baker aims to help clients achieve their financial goals.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Waddell & Reed, Inc. - Financial Advisors
● ClosedWaddell & 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.
4600 Touchton Rd, Jacksonville, FL 32246, United States -
Jax Wealth Advisors
● ClosedJax Wealth Advisors is a leading financial institution located at 3840 Belfort Road in Jacksonville, Florida. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Jax Wealth Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.
3840 Belfort Rd suite 103, Jacksonville, FL 32216, United States -
Align Money Mastery
● OpenAlign Money Mastery is a trusted finance institution located at 4001 Lonicera Loop in Jacksonville, Florida, United States. We specialize in providing expert financial guidance and solutions to help individuals and businesses achieve their money management goals. Our experienced team of professionals offers personalized services and innovative strategies to help clients align their finances for success. Whether you are looking to improve your budgeting skills, invest wisely, or plan for retirement, Align Money Mastery is here to support you every step of the way. Visit us today and start mastering your money with confidence.
4001 Lonicera Loop, Jacksonville, FL 32259, United States -
Western Management Consultants
● OpenWestern 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.
101 Century 21 Dr #100, Jacksonville, FL 32216, United States -
NuVenture Financial Group
● ClosedNuVenture Financial Group, located in Jacksonville, Florida, is a finance institution dedicated to serving clients by promoting their financial well-being. Our team utilizes their unique abilities, talents, and life experiences to create custom strategies to help clients reach their retirement goals. Through our RP5 process, we analyze your current financial situation and provide personalized solutions. We offer investment advisory products and services through AE Wealth Management, LLC, and insurance products through NuVenture Financial Group. Our firm is not affiliated with the U.S. government or the federal Medicare Program. We do not provide tax or legal advice, and individuals should consult with a qualified professional before making any purchasing decisions. Contact us to schedule a meeting and start planning for your ideal retirement today.
13241 Bartram Park Blvd Bldg 900, Suite 913, Jacksonville, FL 32258, United States -
Congruent Wealth
● ClosedCongruent 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.
7077 Bonneval Rd Suite 300, Jacksonville, FL 32216, United States -
Retirement Income Planning. How to Protect 401(k) savings.
● ClosedRetirement Income Planning is a trusted finance institution located at 8081 Philips Highway in Jacksonville, Florida. Our expert team specializes in helping individuals protect their hard-earned 401(k) savings and create a secure retirement income plan. Whether you are nearing retirement or just starting to think about your future, our personalized approach will help you navigate the complexities of retirement planning. Contact us today to start securing your financial future.
8081 Philips Hwy Suite 10, Jacksonville, FL 32256, United States -
C.W.C. Consulting Service
● ClosedC.W.C. Consulting Service is a leading finance institution located at 9428 Baymeadows Road in Jacksonville, Florida, United States. Our team of experienced financial experts provides a wide range of consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, investment planning, or debt management, our knowledgeable professionals are here to help. Trust C.W.C. Consulting Service to provide you with personalized financial guidance and support to secure a stable financial future.
9428 Baymeadows Rd STE 502, Jacksonville, FL 32256, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a leading finance and insurance agency located at 6960 Bonneval Road in Jacksonville, Florida, United States. With a strong reputation for providing high-quality financial planning and insurance services, Northwestern Mutual is committed to helping clients achieve their financial goals and secure their future. Their team of experienced professionals offers personalized solutions and expert advice to help individuals and families make informed decisions about their finances. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual is dedicated to serving your needs with integrity and excellence.
6960 Bonneval Rd # 100, Jacksonville, FL 32216, United States -
Joseph J. Maltese, CFP
● OpenJoseph J. Maltese, CFP is a renowned financial institution located at 3112 Saint Johns Bluff Road South in Jacksonville, Florida. Specializing in financial planning and wealth management, Joseph J. Maltese, CFP offers expert advice and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, this institution is dedicated to providing top-quality service to individuals and businesses in the Jacksonville area. Whether you are looking for retirement planning, investment strategies, or estate planning, Joseph J. Maltese, CFP is the trusted partner you can rely on for all your financial needs.
3112 St Johns Bluff Rd S, Jacksonville, FL 32246, United States -
Tactive
● ClosedTactive 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.
7400 Baymeadows Way Suite 300, Jacksonville, FL 32256, United States -
Petros Estate & Retirement Planning
● ClosedPetros Estate & Retirement Planning is a leading financial institution located in Jacksonville, Florida. Our team of experienced professionals is dedicated to helping clients achieve their estate planning and retirement goals. Whether you are looking to create a comprehensive estate plan or secure your financial future in retirement, our experts are here to provide personalized guidance and support. Visit us at 4655 Salisbury Road to learn more about how we can help you plan for a secure and prosperous future.
4655 Salisbury Rd #100, Jacksonville, FL 32256, United States -
Jeff Mall: Northwestern Mutual Wealth Management Company
● ClosedJeff Mall: Northwestern Mutual Wealth Management Company is a prestigious finance and insurance agency located in Jacksonville, Florida. With a prime location at 4345 Southpoint Boulevard, this institution offers top-notch wealth management services to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or insurance solutions, Jeff Mall and his team are dedicated to providing personalized and expert advice to ensure their clients' financial success. Trust in Jeff Mall: Northwestern Mutual Wealth Management Company for all your financial needs.
4345 Southpoint Blvd #400, Jacksonville, FL 32216, United States -
Woman's Worth
● ClosedWoman'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.
4655 Salisbury Rd #100, Jacksonville, FL 32256, United States -
Merrill Lynch Financial Advisor Scott E Perry
● ClosedMerrill Lynch Financial Advisor Scott E Perry is a finance institution located at 4800 East Deer Lake Drive in Jacksonville, Florida, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Scott E Perry can help create a personalized wealth management strategy tailored to your needs. Scott Perry follows the Merrill tradition of community involvement and volunteering in the local area. By using the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. Through conversations and deep understanding of your financial aspirations, Scott Perry can help you pursue your financial objectives and make informed investment decisions. The institution provides tools to help you track changes in your life and financial goals, ensuring your financial approach is always up to date. The ultimate goal is to help you achieve your financial goals and secure your financial future. With a focus on personalized investment strategies and comprehensive financial solutions, the institution is dedicated to putting your needs first. The institution offers a range of financial services and resources to help you navigate the complexities of your financial life. Scott Perry is registered to do business in multiple states and holds the Certified Financial Planner certification. Keep in mind that investing involves risks and it's important to consult with legal and tax advisors before making any financial decisions.
4800 E Deer Lake Dr 1st Floor, Jacksonville, FL 32246, United States -
Bluejay Advisors
● OpenBluejay Advisors is a trusted financial institution located at 1909 3rd Street North in Jacksonville Beach, Florida, United States. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking for investment advice, retirement planning, or wealth management services, Bluejay Advisors is here to provide you with the support and expertise you need to secure a prosperous future. Contact us today to schedule a consultation and start building a solid financial foundation.
1909 3rd St N, Jacksonville Beach, FL 32250, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
4800 E Deer Lake Dr 1st Floor, Jacksonville, FL 32246, United States -
Achieve More Coaching
● ClosedAchieve 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.
3948 3rd St S #47, Jacksonville Beach, FL 32250, United States -
Merrill Lynch Financial Advisor Parker E. Harris
● ClosedMerrill Lynch Financial Advisor Parker E. Harris is a finance institution located at 400 South Park Avenue in Winter Park, Florida, United States. Originally from Winter Park, Parker has been with Merrill since 2013, starting his career at Merrill Edge Self Directed in Jacksonville, FL and working his way up to the Premier Client segment. Now part of the Harris Wojcik Wealth Management team, Parker focuses on clients' goals and concerns, offering a goals-based wealth management process, global resources, and cutting-edge Web technology to help clients pursue their financial goals. He is dedicated to delivering excellent service and holds the Chartered Financial Consultant® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Parker graduated from Florida State University with a BS in Applied Economics and currently lives in Winter Park with his family. He is actively involved in the community and believes in the importance of giving back. With Merrill Personal Wealth Analysis™, Parker can help clients build and document personalized financial plans centered on their goals and aspirations. By understanding each client's unique needs and priorities, Parker works to design a customized approach that reflects their financial situation. Through ongoing communication and regular reviews, Parker helps clients stay on track to achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Parker is committed to putting his clients first and providing personalized investment strategies tailored to their individual needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Parker works with clients to develop an approach designed to help address their financial needs. Whether clients are planning for retirement, saving for a home, or funding a child's education, Parker is dedicated to helping them pursue their goals and manage investment risk. By getting to know each client personally, Parker can offer a financial approach that is built around their life priorities and helps address changes in the market and in their personal lives. With a focus on understanding what matters most to each client, Parker works to create a financial plan that reflects their unique personality and helps them achieve their goals. Whether it's discussing future health care expenses, college savings, or passing wealth to future generations, Parker starts by listening and learning more about each client's aspirations. Through thoughtful questions and detailed understanding of each client's financial situation, Parker helps design and implement a personalized plan intended to help clients and their families pursue their financial goals. By staying informed about changes in clients' lives and revisiting their financial approach as needed, Parker aims to help clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Parker is committed to helping clients navigate the financial complexities of life and build a customized investment approach to address their needs and pursue their goals. With a focus on personalized service and comprehensive financial solutions, Parker works with clients to design an approach that reflects their unique needs, priorities, and financial situation. Whether clients are seeking the latest investment insights, tips, and strategies or have questions about their financial decisions, Parker is dedicated to providing guidance and support every step of the way. Parker Harris is registered to do business in multiple states and holds certifications including CFP® and ChFC®. Investing involves risk, and past performance does not guarantee future results. With a dedication to understanding each client's goals and priorities, Parker Harris is committed to helping clients achieve their financial aspirations and live their best financial life.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Edward Jones - Financial Advisor: Chance Owen, AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor Chance Owen, AAMS™|CRPC™ is a reputable finance institution located at 3578 Saint Johns Avenue in Jacksonville, Florida, United States. Chance Owen is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations. With a focus on personalized financial planning and investment strategies, Edward Jones provides expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or building wealth, Chance Owen and his team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.
3578 St Johns Ave, Jacksonville, FL 32205, United States -
Kimani Ridley - Regions Financial Advisor
● ClosedKimani Ridley - Regions Financial Advisor is a trusted institution located at 4297 Roosevelt Boulevard in Jacksonville, Florida, United States. As a Financial Advisor for Regions Investment Solutions, Kimani Ridley is dedicated to helping clients achieve their short and long-term financial goals. With a focus on personalized strategies, Kimani Ridley aims to make the journey towards financial success as easy as possible. 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. This institution provides educational and general marketing information, and does not provide impartial investment advice. Regions Bank is a subsidiary of Regions Financial Corporation. For more information or to schedule an appointment, please contact Kimani Ridley - Regions Financial Advisor.
4297 Roosevelt Blvd, Jacksonville, FL 32210, United States -
Edward Jones - Financial Advisor: Frank M Meininger, AAMS™
● ClosedEdward Jones - Financial Advisor: Frank M Meininger, AAMS™ is a reputable financial institution located at 7855 Argyle Forest Boulevard in Jacksonville, Florida, United States. As a trusted financial advisor, Frank M Meininger, AAMS™ provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing tailored investment strategies, clients can feel confident in their financial future when working with Frank M Meininger, AAMS™ at Edward Jones.
7855 Argyle Forest Blvd Unit 904, Jacksonville, FL 32244, United States -
Edward Jones - Financial Advisor: Darrin Riley
● OpenEdward Jones - Financial Advisor: Darrin Riley is a trusted financial institution located at 5393 Roosevelt Boulevard in Jacksonville, Florida, United States. As a dedicated financial advisor, Darrin Riley provides personalized financial services to help 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 solutions including retirement planning, investment strategies, and wealth management. Whether you are planning for retirement, saving for your child's education, or looking to grow your investments, Darrin Riley and the team at Edward Jones are committed to providing expert guidance and support every step of the way.
5393 Roosevelt Blvd #5, Jacksonville, FL 32210, United States -
Edward Jones - Financial Advisor: Pam Gerrish Nelson, CFP®
● ClosedEdward Jones - Financial Advisor: Pam Gerrish Nelson, CFP® is a renowned financial institution located at 5393 Roosevelt Boulevard in Jacksonville, Florida, United States. As a Certified Financial Planner, Pam Gerrish Nelson provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, clients can trust in the expertise and experience of Pam Gerrish Nelson to guide them towards a secure financial future. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Pam Gerrish Nelson, CFP® is dedicated to helping you make informed financial decisions.
5393 Roosevelt Blvd #5, Jacksonville, FL 32210, United States -
Matthew Rapson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatthew Rapson - Financial Advisor at Ameriprise Financial Services, LLC, located at 4651 Salisbury Road in Jacksonville, Florida, United States, offers a wide range of financial services to meet the needs of individuals and businesses. Matthew Rapson holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Matthew Rapson is trained in behavioral finance and holds certifications in specialized areas such as divorce financial analysis, estate planning, and exit planning. With a commitment to excellence and a focus on providing personalized financial advice, Matthew Rapson is dedicated to helping clients achieve their financial goals.
4651 Salisbury Rd #275, Jacksonville, FL 32256, United States -
Craig Edward Fertenbaugh - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCraig Edward Fertenbaugh is a Financial Advisor at Ameriprise Financial Services, LLC located at 10365 Hood Road in Jacksonville, Florida, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and financial planning for various clients including retirees, small business owners, high net worth individuals, and those with special needs. Craig Edward Fertenbaugh is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
10365 Hood Rd STE 206, Jacksonville, FL 32257, United States -
Brad Huntley - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenBrad Huntley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10161 Centurion Parkway North, Jacksonville, Florida, United States, offers financial planning services to help clients achieve a more confident financial future. With a focus on investment products and services, Brad Huntley provides personalized advice to meet the individual needs of each client. Clients can schedule a complimentary initial consultation to learn more about financial planning concepts and discuss their goals with Brad Huntley. As a registered investment adviser, Ameriprise Financial Services, LLC, provides investment advisory products and services to help clients navigate the complexities of the financial market. Securities offered by Ameriprise Financial Services, LLC are regulated by FINRA and SIPC. Brad Huntley is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Clients can trust Ameriprise Financial Services, LLC to provide reliable and secure financial guidance.
10161 Centurion Pkwy N Ste 105, Jacksonville, FL 32256, United States
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