Tax advice in Jacksonville, FL
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Imagine Financial Security
● ClosedImagine Financial Security is a flat fee-only, fiduciary financial advisor located at 12574 Flagler Center Boulevard in Jacksonville, Florida. Specializing in retirement planning, tax optimization, and investment management, we serve clients locally in Jacksonville and St. Augustine, as well as across the United States virtually. As fiduciary advisors, we prioritize your best interests and never receive compensation from third parties. We do not represent Wall Street or brokerage firms, allowing us to focus solely on your financial planning needs. Our team includes CERTIFIED FINANCIAL PLANNER and Retirement Income Certified Professionals to provide comprehensive and specialized advice. With a commitment to transparency and eliminating conflicts of interest, we offer retirement planning content directly to your inbox without spam. Let us help you navigate the overwhelming amount of information and make informed decisions for your financial future. Join us in creating a better world through responsible financial planning.
12574 Flagler Center Blvd Suite 101, Jacksonville, FL 32258, 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 -
Sterling Newton
● OpenSterling Newton is a reputable finance institution located at 13400 Sutton Park Drive South in Jacksonville, Florida, United States. With a commitment to excellence, Sterling Newton offers a wide range of financial services to meet the needs of individuals and businesses alike. Their team of experienced professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or assistance with managing your assets, Sterling Newton is dedicated to providing top-notch service and support. Visit their office today to see how they can help you secure your financial future.
13400 Sutton Park Dr S #1501, Jacksonville, FL 32224, United States -
GerrityandCo.
● ClosedWelcome 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.
5150 Belfort Rd UNIT 702, Jacksonville, FL 32256, United States -
Marc Sellers - Raymond James
● OpenMarc Sellers - Raymond James is a reputable finance institution located in Jacksonville, Florida. With a prime location at 8825 Perimeter Park Boulevard, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced professionals at Marc Sellers - Raymond James are here to assist you every step of the way. Trustworthy, reliable, and dedicated, this institution is committed to providing top-notch financial solutions tailored to meet your specific needs. Contact Marc Sellers - Raymond James today to start building a secure financial future.
8825 Perimeter Park Blvd STE 604, Jacksonville, FL 32216, United States -
Hunter & Associates
● OpenHunter & Associates is a leading accounting and finance institution located in Jacksonville, Florida. With a prime location at 8130 Baymeadows Way West, this institution offers top-notch financial services to individuals and businesses alike. Their team of experienced professionals provide expert advice and guidance on a wide range of accounting and financial matters. Whether you need help with tax preparation, financial planning, or business consulting, Hunter & Associates is dedicated to helping you achieve your financial goals. Visit them today to see how they can help you take control of your finances.
8130 Baymeadows Way W, Jacksonville, FL 32256, United States -
Monakey & Co., CPAs
● ClosedMonakey & Co., CPAs is a reputable accounting and finance institution located at 12443 San Jose Boulevard in Jacksonville, Florida, United States. With a team of experienced certified public accountants, they offer a wide range of financial services including tax preparation, auditing, consulting, and bookkeeping. Their dedication to providing top-notch service and personalized solutions has earned them a strong reputation in the industry. Whether you are a small business owner or an individual in need of financial guidance, Monakey & Co., CPAs is committed to helping you achieve your financial goals.
12443 San Jose Blvd #301, Jacksonville, FL 32223, United States -
Mitchell & Associates LLC formely known as Royalty Accounting Services
● ClosedMitchell & Associates LLC, formerly known as Royalty Accounting Services, is a trusted accounting and finance institution located at 3938 Sunbeam Road in Jacksonville, Florida, United States. Our team of expert CPAs is dedicated to taking care of your numbers so you can focus on running your business. Whether you need help with cash flow statements, payroll, tax returns, or resolving IRS issues, we are here to help your business succeed. We understand that the tax law can be complex, which is why we offer personalized assistance to ensure your financial success. Our SecureSend page allows you to securely deliver files directly to us, making the process convenient and efficient.
3938 Sunbeam Rd, Jacksonville, FL 32257, 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 -
MMM Accounting
● ClosedMMM Accounting is a reputable institution located at 14244 Palmetto Springs Street in Jacksonville, Florida. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with taxes, bookkeeping, or financial planning, MMM Accounting is here to assist you every step of the way. Trust us to handle your financial needs with precision and expertise.
14244 Palmetto Springs St, Jacksonville, FL 32258, United States -
STEGY GROUP LLC
● ClosedSTEGY GROUP LLC is a reputable institution located at 3811 Blanding Boulevard in Jacksonville, Florida. Specializing in accounting, finance, and real estate services, STEGY GROUP LLC offers expert advice and support to individuals and businesses in the area. With a team of experienced professionals, they provide top-notch financial solutions and assistance with real estate transactions. Whether you need help with taxes, investment strategies, or buying/selling property, STEGY GROUP LLC is dedicated to helping clients achieve their financial goals. Contact them today to learn more about their services and how they can help you succeed.
3811 Blanding Blvd Suite 3, Jacksonville, FL 32210, United States -
Grady H. Williams, Jr., LL.M. Attorneys at Law PA
● OpenGrady H. Williams, Jr., LL.M. Attorneys at Law PA is a legal institution located in Jacksonville, Florida, offering caring, compassionate, and knowledgeable legal services for over 20 years. Specializing in legal expertise for the elderly and their families, our dedicated team is committed to providing financial security, peace of mind, and personal dignity to our clients. We stay up-to-date on the laws that affect our clients and aim to provide the best legal advice possible. Serving clients in various areas in Florida, including Jacksonville, Ponte Vedra Beach, St. Augustine, and more, we are here to guide you through complex legal issues related to elder law and estate planning. Don't be a victim of one-size-fits-all planning - know your legal rights and act accordingly. Fill out the necessary forms and bring them to your first meeting with us. Legal Disclaimer: Copyright 2023 Grady Williams Secure Document Portal.
12627 San Jose Blvd STE 102, Jacksonville, FL 32223, United States -
PETERSON LAW, LLC
● ClosedPETERSON LAW, LLC is a reputable law firm located at 8303 Thor Street in Jacksonville, Florida. With a team of experienced and dedicated attorneys, we provide top-notch legal services to clients in a wide range of practice areas. Whether you are in need of legal advice or representation, our firm is committed to providing personalized and effective solutions to meet your needs. Contact us today to schedule a consultation and see how we can assist you with your legal matters.
8303 Thor St, Jacksonville, FL 32216, United States -
VyStar Investments Services
● OpenVyStar Investment Services is a finance institution located at 4949 Blanding Boulevard in Jacksonville, Florida. As a trusted provider of investment services, VyStar offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, VyStar Investment Services is committed to providing personalized advice and guidance to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or build a diversified portfolio, VyStar Investment Services is dedicated to helping you navigate the complex world of finance with confidence.
4949 Blanding Blvd #2, Jacksonville, FL 32210, United States -
Edward Jones
● OpenEdward Jones is a reputable finance institution located in Jacksonville, Florida, United States. With a strong presence in the financial industry, Edward Jones offers a wide range of services including investment advice, retirement planning, and wealth management. Known for their personalized approach and commitment to client satisfaction, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Visit their office in Jacksonville to learn more about their services and how they can assist you in planning for a secure financial future.
Jacksonville, FL 32210, 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 -
Heritage Financial Advisory
● OpenHeritage 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.
10199 Southside Blvd, Jacksonville, FL 32256, United States -
Kristin Nendza - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKristin 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.
4651 Salisbury Rd #275, Jacksonville, FL 32256, United States -
Christina Coen - Raymond James
● OpenChristina 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.
245 Riverside Ave #500, Jacksonville, FL 32202, United States -
Katharyn S. Woods, CFP - Raymond James
● OpenKatharyn S. Woods, CFP - Raymond James is a reputable finance institution located at 245 Riverside Avenue in Jacksonville, Florida. Specializing in financial planning and investment services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, we strive to provide top-notch service to our clients. Whether you are planning for retirement, investing for the future, or seeking financial advice, Katharyn S. Woods, CFP - Raymond James is here to help you every step of the way.
245 Riverside Ave #500, Jacksonville, FL 32202, United States -
Parker Barriball - Morgan Stanley
● OpenParker 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.
50 N Laura St Ste 2000, Jacksonville, FL 32202, United States -
Mitchelle Holland - Morgan Stanley
● OpenMitchelle Holland - Morgan Stanley is a renowned finance institution located at 50 North Laura Street in Jacksonville, Florida, United States. With a strong reputation for excellence in the financial industry, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, the experienced professionals at Mitchelle Holland - Morgan Stanley are dedicated to providing top-notch service and personalized solutions to meet your needs. Trust in their expertise and dedication to help you secure a stable financial future.
50 N Laura St Ste 2000, Jacksonville, FL 32202, United States -
Liesl Savage - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLiesl Savage - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway, Jacksonville, Florida, United States. Liesl Savage holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, indicating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services such as portfolio management, wealth transfers, and financial planning for domestic partners. Liesl Savage is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Liesl Savage strives to help clients achieve their financial goals and secure their financial future.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States -
Camarda Wealth Advisory Group
● OpenCamarda Wealth Advisory Group, located at 4600 Touchton Road in Jacksonville, Florida, is a finance institution specializing in growing generational wealth for families since 1993. Led by a nationally recognized PhD-led wealth management team, they offer a range of services including active portfolio management, tax reduction advice, asset protection, estate and trust planning, retirement income mapping, risk management, and much more. As fee-only fiduciaries, Camarda Wealth Advisory Group works solely for their clients' best interests, not commissions. Their team of PhDs and CFA®s with decades of experience provides impressive credentials for the financial guidance needed to maximize wealth. Unlike many advisors who use passive strategies, Camarda actively watches the markets to maximize gains and avoid major losses.
4600 Touchton Rd bldg 100 suite 150, Jacksonville, FL 32246, United States -
Andrew Beh - Morgan Stanley
● OpenAndrew Beh - Morgan Stanley is a finance institution located at 50 North Laura Street in Jacksonville, Florida, United States. With a focus on providing top-notch financial services, Andrew Beh - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at this institution is dedicated to delivering personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Andrew Beh - Morgan Stanley is committed to providing exceptional service and expertise to help you achieve success.
50 N Laura St Ste 2000, Jacksonville, FL 32202, United States -
Paul W Brown - Morgan Stanley
● OpenPaul W Brown - Morgan Stanley is a well-established financial institution located in Jacksonville, Florida. With a prime location at 50 North Laura Street, this institution offers a wide range of financial services to meet the needs of individuals, families, and businesses. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Paul W Brown - Morgan Stanley is dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing top-notch service to clients in the Jacksonville area and beyond.
50 N Laura St Ste 2000, Jacksonville, FL 32202, United States -
Key Financial Group
● ClosedKey Financial Group is a reputable finance institution located in Jacksonville, Florida. Our dedicated team of financial experts is committed to providing personalized and comprehensive financial solutions to our clients. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help you achieve your financial goals. Visit us at 6271 Dupont Station Court to learn more about how Key Financial Group can assist you in securing your financial future.
6271 Dupont Station Ct, Jacksonville, FL 32217, United States -
Marian Financial Services, Inc.
● ClosedMarian Financial Services, Inc. is a leading finance institution located at 109 Velvetleaf Drive in Jacksonville, Florida, United States. With a strong reputation for providing expert financial advice and services, Marian Financial Services, Inc. is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Marian Financial Services, Inc. is here to help. Trust in Marian Financial Services, Inc. for all your financial needs.
109 Velvetleaf Dr, Jacksonville, FL 32259, United States -
Merrill Lynch Financial Advisor Tony Conticelli
● ClosedLocated at 50 North Laura Street in Jacksonville, Florida, Merrill Lynch Financial Advisor Tony Conticelli offers a comprehensive approach to managing wealth. With over 25 years of experience in the financial services industry, Tony focuses on understanding the priorities of high-net-worth individuals and families to provide personalized attention and disciplined portfolio strategies. Clients have entrusted Tony and his team with over $360 million in client balances as of January 1, 2024. Tony helps clients identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. By crafting customized financial strategies, Tony aims to help clients pursue desired outcomes and build, manage, and preserve their wealth for current and future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, Tony works with clients to develop an approach designed to address their financial needs. Through deep-seated community involvement and a commitment to building strong client relationships based on trust and personalized service, Tony and his team at Merrill Lynch Wealth Management strive to help clients achieve their financial goals.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Ellisor Wealth Management - Ameriprise Financial Services, LLC
● OpenEllisor Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides regular reviews and updates to adapt to life changes. They offer complimentary initial consultations to discuss retirement planning and other financial goals. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. Clients can explore the Retirement InteractiveSM tool to address common retirement concerns such as income sustainability and market fluctuations. Ameriprise Financial Services, LLC cannot guarantee future financial results. The institution values referrals and is committed to helping friends and family achieve their financial goals. Clients can expect to hear from the institution soon after a referral.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States
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