TOP 10 Proactive planning in Jacksonville, Florida

Hello My CPA is a trusted accounting and finance institution located at 9140 Golfside Drive in Jacksonville, Florida. Our team of certified public accountants are dedicated to providing top-notch services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, our experts are here to assist you every step of the way. With our attention to detail and commitment to excellence, you can trust Hello My CPA to handle all of your accounting and finance needs with professionalism and expertise. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Integra Concierge Medicine is a unique medical institution located in Jacksonville, Florida, United States. Our concierge medical practice offers a personalized relationship with your primary physician, focusing on a proactive approach to your personal health and lifestyle. Unlike traditional insurance-based practices, we see fewer patients, allowing us more time to develop a true doctor-patient relationship. Our board-certified Family Medicine physician, Dr. Paul A. Busse, believes in the importance of understanding the root causes of health concerns rather than just treating the symptoms. At Integra Concierge Medicine, we offer a patient-centered approach to healthcare, utilizing functional medicine to address the individual needs of each patient. Our services include hormone optimization, weight loss programs, and telemedicine appointments for fast and easy access to your doctor. We also provide integrative mental health care and support for LGBTQ individuals.

Jake Purvis Consulting is an insurance agency located at 8081 Philips Highway in Jacksonville, Florida. Since 2012, we have been helping clients create programs and strategies to meet their long-term goals. Whether you have questions about insurance, retirement planning, investments, taxes, or estate planning, we can provide assistance or refer you to a trusted professional. Our team is made up of experienced individuals committed to ethics and integrity. Jake Purvis, the founder, started his career as an insurance agent specializing in Medicare and Final Expense. Over the years, he has expanded his skills to offer more advanced planning concepts to better serve his clients.

John Hancock Financial Network is an insurance agency located at 3112 Saint Johns Bluff Road South in Jacksonville, Florida, United States. As part of the John Hancock family, this network offers a wide range of insurance products and financial services to help individuals and families protect their assets and plan for the future. With a team of experienced professionals, John Hancock Financial Network is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for life insurance, retirement planning, or investment strategies, you can trust John Hancock Financial Network to help you achieve your financial goals.

Positive Behavior Supports Corporation is a health institution located at 1127 Autumn Point Court in Jacksonville, Florida. Our mission is to provide comprehensive and individualized behavior support services to individuals with developmental disabilities and their families. We believe in a positive and proactive approach to behavior management, focusing on building skills and promoting independence. Our team of experienced professionals is dedicated to creating a supportive and nurturing environment for our clients to thrive. Join us in promoting positive behavior and enhancing the lives of those we serve.

Jimerson Birr is a prestigious law firm located at 1 Independent Drive in Jacksonville, Florida, United States. Specializing in business law, the institution offers a wide range of legal services, including counseling, negotiation, and litigation. With a focus on providing top-quality legal representation, Jimerson Birr assists clients in managing risks, maximizing opportunities, and moving their businesses forward. The firm stays up-to-date on current legal issues, such as recent changes to the Homeowners’ Association Act, the impact of the National Association of Realtors Settlement on the real estate industry, and comparisons between the Pregnancy Workers Fairness Act of 2023 and the Pregnancy Discrimination Act of 1978. They also provide valuable resources and content on various topics across industries.

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.

Katie Charleston Law, PC is a premier asset protection law firm located in Jacksonville, Florida. Specializing in business law, intellectual property protection, and estate planning, our experienced attorney, Katie Charleston, is dedicated to helping clients navigate the complexities of business ownership and safeguarding their assets through every stage of life and business. With over 16 years of experience as a licensed attorney, Attorney Charleston brings a wealth of knowledge and expertise to the table. Whether you are starting a new business, planning for the future, or facing a legal dispute, we are here to provide proactive counsel and strategic solutions tailored to your unique needs.

Messer Strickler, LTD is a boutique legal institution located in Jacksonville, Florida, United States. We understand that your needs are unique, which is why we provide personalized legal representation tailored to your specific goals. Our team is dedicated to offering individual attention, creative problem-solving, and a commitment to meeting your needs. We take the time to listen to your concerns and craft a customized plan to help your business succeed in today's ever-changing legal landscape. Our cutting-edge approach focuses on efficiency and results, allowing us to consistently deliver exceptional outcomes for our clients. We are not afraid to think outside the box and find innovative solutions to complex legal issues. With our extensive experience in heavily regulated industries, we can help you navigate legal challenges and develop proactive strategies to manage risk and maximize your potential.

Camp Davis - Raymond James is a finance institution located at 245 Riverside Avenue in Jacksonville, Florida. As a branch of the well-known financial services firm Raymond James, Camp Davis offers a wide range of financial services including investment management, wealth planning, and retirement planning. With a team of experienced financial advisors, Camp Davis is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your wealth, Camp Davis - Raymond James is committed to providing personalized and comprehensive financial solutions to meet your needs.

Christina Coen - Raymond James is a leading financial institution located at 245 Riverside Avenue in Jacksonville, Florida, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our team is dedicated to providing personalized solutions tailored to your individual needs. Trust Christina Coen - Raymond James to help you navigate the complexities of the financial world and secure your financial future.

Parker Barriball - Morgan Stanley is a renowned finance institution located at 50 North Laura Street in Jacksonville, Florida, United States. As a part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, Parker Barriball - Morgan Stanley is dedicated to providing top-notch financial solutions to individuals, businesses, and institutions. Whether you are looking to grow your wealth, plan for the future, or manage your assets, this institution is committed to helping you achieve your financial goals.

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.

River City Wealth Management is a premier financial institution located at 10175 Fortune Parkway in Jacksonville, Florida, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, River City Wealth Management offers personalized solutions tailored to your individual needs. With a commitment to excellence and a focus on client satisfaction, we strive to provide top-notch financial services and guidance. Visit us today to start on the path to financial success.

Deanna Hartwell - Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. The professionals at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, retirement planning, estate planning, and other financial services. They are committed to upholding a code of ethics and providing personalized financial solutions to meet the needs of individuals, retirees, small business owners, and high net worth clients. Whether you are looking for advice on investment opportunities, insurance products, or estate planning, the team at Deanna Hartwell - Ameriprise Financial Services, LLC is dedicated to helping you achieve your 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.

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.

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.

First Command Financial Advisor - David Mainster is a finance institution located at 320 1st Street North in Jacksonville Beach, Florida, United States. As a part of the First Command Financial Services, Inc. and its affiliated entities, the institution offers financial advisory services to its clients. The institution operates with integrity and transparency, as evidenced by testimonials provided voluntarily by its clients. First Command Financial Advisor - David Mainster does not provide direct or indirect compensation to clients for testimonials, ensuring unbiased feedback. While testimonials may not be representative of all client experiences, the institution strives to provide top-notch financial advisory services without any conflicts of interest. Visit First Command Financial Advisor - David Mainster for expert financial guidance and support.

Practical Tax Solutions is a leading institution in Jacksonville, Florida, specializing in accounting, finance, and legal services. Located at 11555 Central Parkway, our team of experienced professionals is dedicated to providing practical and effective tax solutions for individuals and businesses. Whether you need help with tax preparation, planning, or resolving IRS issues, our experts are here to assist you every step of the way. Trust Practical Tax Solutions to handle all of your tax needs with professionalism and efficiency.

Hartman Blitch & Gartside Certified Public Accountants, located at 6817 Southpoint Parkway in Jacksonville, Florida, is a trusted institution with over 90 years of experience in providing insightful tax preparation and financial planning services to individuals, families, and businesses. With a modern approach to serving clients, HBG CPAs utilize state-of-the-art tools and their expertise to ensure a profitable and worry-free future for their clients. With offices in the Southpoint area of Jacksonville and the Jacksonville Beaches, HBG CPAs offer exclusive Next Chapter advisory services for businesses, helping them achieve their growth goals through personalized counsel and customized tools. The firm is known for its high-tech yet high-touch approach, providing nimble and proactive services to clients across the region.

Sharon's Pinnacle 1 Tax is a trusted accounting and finance institution located at 2619 Palmdale Street in Jacksonville, Florida, United States. Specializing in tax preparation and financial services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their financial success. With a commitment to professionalism and personalized service, Sharon's Pinnacle 1 Tax is your go-to destination for all your accounting and financial needs.

Simply Taxes is a well-established accounting and finance institution located in Jacksonville, Florida. Our team of experienced professionals is dedicated to simplifying the tax process for individuals and businesses alike. We offer a range of services including tax preparation, bookkeeping, and financial consulting to ensure our clients are in compliance with all regulations and maximizing their financial potential. Visit us at 5808 Normandy Boulevard to see how we can help you with all your tax and financial needs.

Computer Repair Depot is a leading technology repair center located at 4589 Crosstie Road North in Jacksonville, Florida. Our team of expert technicians is dedicated to providing high-quality computer repair services for individuals and businesses in the Jacksonville area. Whether you need a virus removal, hardware upgrade, data recovery, or any other technical issue fixed, we have the knowledge and experience to get your computer back up and running smoothly. Trust Computer Repair Depot for all your technology repair needs.

Assured Capital is a finance institution located at 3119 Spring Glen Road in Jacksonville, Florida, United States. With a commitment to providing reliable and secure financial services, Assured Capital offers a range of investment opportunities and financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, secure your future, or expand your portfolio, Assured Capital is dedicated to providing personalized and professional service to meet your needs. Trust Assured Capital to safeguard your financial future and help you make informed investment decisions.

Welcome to West Coast Family Medical Care, your trusted partner in health and wellness since 1987. Conveniently located at 3165 McMullen Booth Road, Clearwater, Florida, our practice is committed to providing exemplary healthcare services to patients at every stage of life. Our dedicated team comprises highly qualified physicians, nurses, medical assistants, and support staff, all devoted to supporting your health and wellness goals. Each team member brings invaluable expertise and compassionate care to our patients and their families.

Welcome to Bone Density Scan - Baptist South, your trusted partner in bone health assessment located at Baptist Medical Center South in Jacksonville, FL. Our state-of-the-art facility is dedicated to providing accurate and reliable bone density testing services to help you maintain optimal bone health. Conveniently situated at 14550 Old St Augustine Rd, our expert team is committed to delivering compassionate care and personalized attention to each patient. Whether you're assessing your risk for osteoporosis or monitoring your bone health, we utilize the latest technology to ensure precise results. Trust Bone Density Scan - Baptist South for your bone health needs and experience the highest standard of healthcare in a comfortable and welcoming environment. Your well-being is our priority. Visit us today to take a proactive step towards healthier bones.

Welcome to Diabetes & Thyroid Specialty, your trusted healthcare provider located at 6234 St Augustine Rd, Jacksonville, FL 32217. We are dedicated to offering comprehensive care and expert medical services for individuals dealing with diabetes and thyroid-related conditions. Our team of experienced doctors is committed to providing personalized treatment plans tailored to meet the unique needs of each patient. At Diabetes & Thyroid Specialty, we prioritize your health and well-being, ensuring you receive the highest standard of care in a compassionate and supportive environment. Whether you are seeking diagnosis, management, or ongoing treatment, our specialists are here to guide you every step of the way. Visit us and take a proactive step towards better health today.