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TOP 30 Retirement and estate planning in Jacksonville, FL
71 results found
A convenient service for searching for businesses, places and services
Legacy Planning Law Group
Legacy Planning Law Group is a law institution located at 3430 Kori Road in Jacksonville, Florida, United States. Specializing in estate planning, the institution offers services such as wills and trusts, powers of attorney, asset protection, special needs planning, and more. Clients have praised the knowledgeable and professional team at Legacy Planning Law Group for their efficient and personalized service. The institution also provides comprehensive guides on estate planning for non-traditional families and offers advice on kickstarting retirement savings for teenagers. With a focus on protecting families and preserving legacies, Legacy Planning Law Group is dedicated to helping clients navigate the complexities of estate planning. Operating from Monday to Friday, the institution welcomes clients from various counties in Florida.
Petros Estate & Retirement Planning
Petros 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.
Mary Carter - Raymond James
Mary Carter - Raymond James is a reputable finance institution located at 131 2nd Avenue North in Jacksonville Beach, Florida, United States. With a strong focus on providing top-notch financial services to clients, they offer a wide range of investment options and financial planning solutions. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mary Carter - Raymond James is committed to providing personalized and tailored advice to meet your specific needs. Visit them today to start planning for a brighter financial future.
Ameriprise Financial
Ameriprise Financial is a leading financial institution located at 4190 Belfort Road in Jacksonville, Florida. Specializing in finance, Ameriprise offers a wide range of services including investment planning, retirement planning, wealth management, and insurance. With a team of experienced financial advisors, Ameriprise is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ameriprise Financial is committed to providing personalized solutions tailored to your individual needs.
Plenti
Plenti is a charming restaurant located at 200 Riverside Avenue in Jacksonville, Florida. Known for its delicious and diverse menu offerings, Plenti is a popular choice for locals and visitors alike. The restaurant boasts a warm and inviting atmosphere, perfect for enjoying a meal with friends or family. With a focus on fresh, locally-sourced ingredients, Plenti offers a variety of mouth-watering dishes to satisfy any craving. Whether you're in the mood for a hearty breakfast, a light lunch, or a decadent dinner, Plenti has something for everyone. Come experience the culinary delights of Plenti and indulge in a truly satisfying dining experience.
AmeriLife of North Florida, LLC
AmeriLife of North Florida, LLC is a finance, health, and insurance agency located at 8081 Philips Highway in Jacksonville, Florida, United States. Since 2012, we have been helping individuals 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 dedicated to ethics and integrity, with a commitment to providing knowledgeable recommendations. Jake Purvis, the founder, started his career as an insurance agent focused on Medicare and Final Expense and has since expanded his expertise in advanced planning concepts. Jake and his team of business partners are licensed in various areas of insurance and retirement planning, and if they are not able to assist you, they can refer you to a local professional.
Jake Purvis Consulting
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
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.
Nicole Bush, Bankers Life Agent
Nicole Bush, Bankers Life Agent is an insurance agency located at 6620 Southpoint Drive South in Jacksonville, Florida. As a trusted representative of Bankers Life, Nicole Bush provides a range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Nicole Bush is dedicated to helping clients find the right insurance solutions to meet their specific needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Nicole Bush, Bankers Life Agent is here to assist you every step of the way.
Principal Financial Group
Principal Financial Group, located at 7077 Bonneval Road in Jacksonville, Florida, is a finance and insurance agency dedicated to helping individuals, businesses, and employees secure their financial well-being. As part of the nationwide affiliated group of financial professionals, we offer a range of services to provide benefits to our clients. Our team of licensed professionals can assist with insurance products, life insurance, annuities, securities, and investment advisory services. We are committed to building a team of passionate individuals who strive to make a positive impact on the financial health of our community. If you are interested in a rewarding opportunity to help others while maintaining your own freedom and flexibility, we invite you to connect with us. Principal Financial Group is dedicated to helping you protect what matters most and achieve your financial goals.
RiverTown Amenity Center - RiverHouse
The RiverTown Amenity Center - RiverHouse is a unique institution located on Kendall Crossing Drive in Saint Johns, Florida, United States. Unlike any other master-planned community in northeast Florida, RiverTown offers new amenities and homes for sale along the picturesque St. Johns River. At RiverTown, every detail has been carefully planned to provide residents with a fresh approach to the waterfront lifestyle community. The institution boasts a beautiful natural setting along the river banks, top-rated schools, award-winning designs, and spectacular amenities focused on outdoor recreation and social interaction. Conveniently located near Jacksonville and St. Augustine, RiverTown offers a truly unique living experience.
Mattamy Homes Rivertown - Riverclub
Welcome to Mattamy Homes Rivertown - Riverclub, located at 160 Riverglade Run in Saint Johns, Florida, United States. As a general contractor, we are proud to be a part of the unique community of RiverTown, offering new homes for sale along the beautiful St. Johns River. RiverTown stands out as a master-planned community in northeast Florida, offering top-rated schools, award-winning designs, and spectacular amenities focused on outdoor recreation and social interaction. Our one-of-a-kind RiverClub features an infinity edge pool, café, kayak launch, trails, playground, and waterfront amphitheater, creating a truly magical waterfront setting.
Hilliard & Herman Associates, LLC
Hilliard & Herman Associates, LLC is a reputable financial consulting firm located at 4530-15 Saint Johns Avenue in Jacksonville, Florida. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including investment management, retirement planning, and estate planning. Clients can expect personalized advice and tailored solutions to help them achieve their financial goals. Visit Hilliard & Herman Associates, LLC today to see how they can help you secure your financial future.
Lincoln Financial Advisors Corp
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.
InVestra Financial Services
InVestra Financial Services, located at 1431 Riverplace Boulevard in Jacksonville, Florida, is a finance institution dedicated to helping individuals achieve financial independence, improve their quality of life, and reach their future goals. With a focus on retirement planning, estate planning, and portfolio management, our team of experts works to create customized strategies that minimize taxes, protect assets, and maximize growth potential. We understand that risks cannot be eliminated, but by working with us, you can take steps to safeguard your financial future. Don't leave your financial security to chance - trust InVestra Financial Services to help you secure a brighter tomorrow.
Merrill Lynch Financial Advisor Eric Steen
Merrill Lynch Financial Advisor Eric Steen, located at 50 North Laura Street in Jacksonville, Florida, offers personalized wealth management strategies and investment insights from Merrill combined with banking solutions from Bank of America. Eric Steen and his team focus on understanding your financial goals and priorities to create a flexible strategy tailored to your needs. With access to global resources, they provide personalized service and support to help you pursue your financial aspirations. By developing a personalized plan through Merrill Personal Wealth Analysis™, they can help you manage, grow, and preserve your wealth while considering your long-term goals. The team will regularly review and adjust your financial approach to keep you on track, providing the latest investment insights and strategies to help you achieve your financial goals. With Eric Steen as your registered Senior Wealth Management Client Associate, you can rely on dedicated support and guidance to navigate the complexities of your financial life.
Casey Bulgin - Raymond James
Casey Bulgin - Raymond James is a finance institution located at 245 Riverside Avenue in Jacksonville, Florida, United States. With a team of experienced financial advisors, they provide a wide range of services including investment management, retirement planning, estate planning, and more. Their goal is to help clients achieve their financial goals and secure their financial future. Visit Casey Bulgin - Raymond James for personalized financial solutions and expert advice.
Madden Advisory Services, Inc.
Madden Advisory Services, Inc. is a finance institution located at 5200 Belfort Road in Jacksonville, Florida, United States. Our team is dedicated to helping individuals and businesses achieve their financial goals through customized solutions in estate planning, retirement planning, and investments. Our firm operates on Christian-Judeo principles and as fiduciaries, we uphold the highest standards of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. Our experienced team includes CERTIFIED FINANCIAL PLANNER® professionals who are committed to providing top-quality customer service. Listen to our latest radio show on the WOKV 104.5 website to learn more about our services and approach to financial management.
Pamela Grey - Raymond James
Pamela Grey - Raymond James is a reputable finance institution located at 12443 San Jose Boulevard in Jacksonville, Florida. With a team of experienced financial advisors, they provide a wide range of services including investment planning, retirement planning, estate planning, and more. Their personalized approach to financial management ensures that each client receives tailored solutions to meet their unique financial goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Pamela Grey - Raymond James is dedicated to helping you achieve financial success.
Fleishel Financial
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.
Joseph J. Maltese, CFP
Joseph 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.
D S Drelich & Associates
D S Drelich & Associates is a reputable finance institution located at 7077 Bonneval Road in Jacksonville, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, D S Drelich & Associates is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they strive to build long-lasting relationships with their clients based on integrity and expertise. Contact them today to learn more about how they can help you secure your financial future.
Gunn & Company
Located at 13901 Sutton Park Drive South in Jacksonville, Florida, Gunn & Company is a client-focused CPA and financial planning firm specializing in tax planning and preparation services. Our goal is to help families achieve their most important life goals while ensuring all aspects of their finances are taken into consideration. At Gunn & Company, we believe in creating a comprehensive financial strategy that aligns with your long-term goals. Whether you are working towards financial independence, approaching retirement, or already retired, our team can help you navigate your financial journey while protecting your loved ones.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 4800 East Deer Lake Drive in Jacksonville, Florida, offers a range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to understand their goals and financial situation. They collaborate with industry analysts and specialists to create tailored financial strategies designed to meet long-term objectives. The branch also actively participates in charitable outreach to support local communities and non-profit organizations.
Matthew Rapson - Financial Advisor, Ameriprise Financial Services, LLC
Matthew 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.
Raymond James Financial Services
Raymond James Financial Services is a renowned finance institution located at 1901 University Boulevard West in Jacksonville, Florida, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment and wealth management solutions to clients. Whether you are looking for retirement planning, investment advice, or estate planning, Raymond James Financial Services has a team of experienced professionals ready to help you achieve your financial goals. Trust in Raymond James for expert guidance and personalized financial solutions.
Craig Edward Fertenbaugh - Financial Advisor, Ameriprise Financial Services, LLC
Craig 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.
Kristin Nendza - Financial Advisor, Ameriprise Financial Services, LLC
Kristin Nendza is a financial advisor at Ameriprise Financial Services, LLC located at 4651 Salisbury Road in Jacksonville, Florida. She offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and make adjustments as needed, Kristin helps clients track their financial journey towards retirement, education, or other major life milestones. Clients can easily access their investments and accounts from any device, ensuring secure communication and tracking of their financial progress. Kristin is registered to conduct securities business in specific states, and interested individuals can schedule a complimentary initial consultation to learn more about her services.
Rene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC
Rene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10161 Centurion Parkway North, Jacksonville, Florida, United States. Rene Gonzalez holds several certifications including 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment analysis, and insurance products. The institution provides comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Additionally, Rene Gonzalez specializes in serving veterans, active duty, Reserve, National Guard, and domestic partners. With a commitment to ethical standards and continuing education, Rene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing clients with personalized and strategic financial advice to help them achieve their financial goals.
Brandon M Flynn - Private Wealth Advisor, Ameriprise Financial Services, LLC
Brandon M Flynn is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. Brandon holds various certifications including 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Brandon's expertise in asset management, retirement planning, estate planning, investment analysis, risk management, and financial planning for various client needs including retirees, small business owners, high net worth individuals, and those with special needs. Brandon is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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