Trusted financial advice providers in Fernandina Beach, Florida
39 results found
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Financial Strategies of Amelia
● ClosedFinancial Strategies of Amelia is a finance and insurance agency located at 2338 South 8th Street in Fernandina Beach, Florida, United States. As an independent advisor, we are dedicated to serving our clients' needs and providing truly personalized advice. We prioritize our clients' trust and always act in a fiduciary capacity, putting their interests first. Specializing in retirement planning, we understand that effective retirement planning extends beyond just retirement itself. We offer specialized risk management and retirement income planning to help our clients retire worry-free and with confidence. Each client's plan is tailored to their individual needs, wants, and wishes, taking into account their personal time frames and risk tolerances.
1979, 2338 S 8th St, Fernandina Beach, FL 32034, United States -
Edward Jones - Financial Advisor: Brian P Henning, CFP®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Brian P Henning, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 95766 Amelia Concourse in Fernandina Beach, Florida, United States. Specializing in finance, Brian P Henning is a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™) with extensive experience in providing personalized financial advice and services to clients. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Brian P Henning and his team at Edward Jones are committed to helping you achieve your financial goals. With a focus on building long-term relationships based on trust and integrity, this institution is dedicated to providing top-notch financial guidance and support to individuals and families in the Fernandina Beach area.
95766 Amelia Concourse, Fernandina Beach, FL 32034, United States -
Edward Jones - Financial Advisor: Crystal L Henning, CFP®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Crystal L Henning, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 4810 1st Coast Highway in Fernandina Beach, Florida, United States. As a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), Crystal L Henning offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families looking to secure their financial future. Visit the institution today to start planning for a more secure tomorrow.
4810 1st Coast Hwy Suite 3, Fernandina Beach, FL 32034, United States -
Edward Jones - Financial Advisor: Andrew Newton, AAMS™
● OpenEdward Jones - Financial Advisor: Andrew Newton, AAMS™ is a reputable finance institution located at 95766 Amelia Concourse in Fernandina Beach, Florida, United States. Andrew Newton, an Accredited Asset Management Specialist, is dedicated to providing personalized financial advice and 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 investment options and financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for education, or investing for the future, Andrew Newton and his team are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
95766 Amelia Concourse, Fernandina Beach, FL 32034, United States -
Edward Jones - Financial Advisor: Kim R Boylan, CFP®
● ClosedEdward Jones - Financial Advisor: Kim R Boylan, CFP® is a reputable finance institution located at 1403 Park Avenue in Fernandina Beach, Florida, United States. As a Certified Financial Planner, Kim R Boylan provides expert financial advice and planning services to help individuals and families achieve their financial goals. With a focus on personalized service and a commitment to building long-term relationships, Edward Jones is a trusted partner in financial planning and investment management. Visit Kim R Boylan at Edward Jones to start planning for a secure financial future today.
1403 Park Ave Suite A, Fernandina Beach, FL 32034, United States -
Roy Byrd - State Farm Insurance Agent
● ClosedRoy Byrd - State Farm Insurance Agent is a trusted insurance agency located at 474418 East State Road 200 in Fernandina Beach, Florida. With a commitment to providing personalized service and comprehensive coverage, they offer a wide range of insurance products to meet the needs of individuals, families, and businesses. Whether you are looking for auto, home, life, or business insurance, Roy Byrd and his team are dedicated to helping you find the right policy at the right price. Contact them today to discuss your insurance needs and receive a personalized quote.
474418 E State Rd 200, Fernandina Beach, FL 32034, United States -
Nicklas Wealth Management
● OpenNicklas Wealth Management is a premier financial institution located at 501 Centre Street in Fernandina Beach, Florida. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we provide expert guidance and tailored solutions to help you succeed. Trust Nicklas Wealth Management to navigate the complexities of the financial world and secure your financial future.
501 Centre St unit 124, Fernandina Beach, FL 32034, United States -
After Hour Taxes
● OpenAfter Hour Taxes is a reputable accounting and finance institution located at 85339 Burmeister Road in Fernandina Beach, Florida, United States. We specialize in providing expert tax services and financial advice to individuals and businesses. Our team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and regulations, ensuring they maximize their deductions and minimize their tax liabilities. Whether you need assistance with tax preparation, planning, or audit representation, After Hour Taxes is here to provide personalized and reliable service after regular business hours. Trust us to handle all your accounting and finance needs with efficiency and expertise.
85339 Burmeister Rd, Fernandina Beach, FL 32034, United States -
Purcell, Flanagan, Hay & Greene P.A.
● OpenWelcome to Purcell, Flanagan, Hay & Greene P.A., a distinguished boutique law firm located at 961687 Gateway Boulevard, Suite 201B, Fernandina Beach, Florida. Our firm is dedicated to providing expert legal services tailored to the unique needs of high net worth individuals, families, and businesses. With a focus on designing and building comprehensive and strategic plans, we are committed to helping our clients protect their assets and prepare for the future. Our team of highly experienced attorneys excels in resolving complex legal disputes and issues related to business, family, and personal wealth. We offer expert advice and representation in business transactions and disputes, ensuring our clients receive the strategic legal guidance they need to succeed.
961687 Gateway Boulevard, Fernandina Beach, Florida 32034, United States -
Rogers Towers PA
● ClosedWelcome to Rogers Towers PA, your trusted partner for comprehensive accounting, finance, and legal services in Fernandina Beach, Florida. Conveniently located at 960185 Gateway Boulevard, our firm is dedicated to providing exceptional support and guidance to individuals and businesses in the local community and beyond. At Rogers Towers PA, we understand the complexities of financial and legal landscapes, and our team of experienced professionals is committed to delivering tailored solutions to meet your unique needs. Whether you're seeking expert accounting services, strategic financial planning, or reliable legal counsel, we are here to help you navigate every challenge with confidence.
960185 Gateway Boulevard, Fernandina Beach, Florida 32034, United States -
Forefront Law
● ClosedForefront Law: Your Trusted Legal Partner in Fernandina Beach and Jacksonville, Florida Welcome to Forefront Law, where we are committed to providing personalized legal services tailored to the unique needs and goals of individuals and families. Located at 1010 Atlantic Avenue, Fernandina Beach, Florida, and with an additional office at 6282 Dupont Station Court, E. Suite #3, Jacksonville, FL, we proudly serve clients throughout Florida and beyond.
1010 Atlantic Avenue, Fernandina Beach, Florida 32034, United States -
Harper Insurance Agency Inc.
● ClosedWelcome to Harper Insurance Agency Inc., your trusted insurance partner located at 714 Beech Street, Fernandina Beach, Florida. As a dedicated insurance agency, we pride ourselves on treating our clients with courtesy and integrity, ensuring that you receive realistic and honest advice tailored to meet your unique needs. Our commitment is to guide you towards complete satisfaction with your insurance decisions. With years of experience and notable expertise, Harper Insurance guarantees that your future is in safe hands. Our consistent track record of uncompromising ethics fosters confidence and trust among our clients. We leverage cutting-edge technologies to provide you with up-to-the-minute information from the insurance world, enabling us to respond swiftly and offer the most relevant insights and perspectives.
714 Beech Street, Fernandina Beach, Florida 32034, United States -
Amelia Underwriters
● ClosedWelcome to Amelia Underwriters, your trusted insurance agency located in the heart of Fernandina Beach, Florida. Conveniently situated at 117 Centre Street, we specialize in providing comprehensive insurance solutions tailored to meet the unique needs of our clients. Our dedicated team of professionals is committed to offering personalized service and expert advice to ensure you have the right coverage for your peace of mind. Whether you're looking for personal, commercial, or specialty insurance, Amelia Underwriters is here to help protect what matters most to you. Visit us today to experience the exceptional service and expertise that sets us apart.
117 Centre Street, Fernandina Beach, Florida 32034, United States -
A & B Insurance
● ClosedWelcome to A & B Insurance, your trusted insurance agency located in the heart of Fernandina Beach, Florida. Situated at 1471 South 8th Street, our dedicated team is committed to providing personalized insurance solutions to meet your unique needs. Whether you're seeking coverage for your home, auto, business, or life, we offer a comprehensive range of insurance products tailored to protect what matters most to you. At A & B Insurance, we pride ourselves on delivering exceptional customer service and expert advice, ensuring peace of mind for our valued clients. Visit us today or contact our team to discover how we can help safeguard your future with reliable and affordable insurance options.
1471 South 8th Street, Fernandina Beach, Florida 32034, United States -
Union Home Mortgage
● ClosedWelcome to Union Home Mortgage, your trusted partner in financial solutions, located in the heart of Fernandina Beach at 501 Centre Street, Florida. With a steadfast commitment to helping individuals and families achieve their homeownership dreams, we specialize in providing personalized mortgage services tailored to your unique needs. Our team of experienced professionals is dedicated to guiding you through every step of the home financing process, ensuring a smooth and stress-free experience. Whether you're a first-time homebuyer or looking to refinance, Union Home Mortgage offers a wide range of options and expert advice to make your financial goals a reality. Visit us today and discover how we can make your home financing journey a success.
501 Centre Street, Fernandina Beach, Florida 32034, United States -
Saylors Accounting and Tax
● ClosedWelcome to Saylors Accounting and Tax, your trusted financial partner located at 910 South 8th Street, Fernandina Beach, Florida. As a boutique local firm, we pride ourselves on offering personalized accounting, bookkeeping, taxation, consulting, and planning services tailored to meet the unique needs of each client. Our dedicated team, with over 40 years of combined experience, is committed to guiding you through the ever-changing financial landscape, ensuring you make informed decisions for your personal and business success. At Saylors Accounting and Tax, we consider ourselves your first mates, helping you navigate the financial seas with confidence. We understand the importance of being available to provide insightful advice and are dedicated to the success of our clients, our team, and our community. Our small business certification further equips us to help you understand the pulse of your business, empowering you to chart a course towards your goals.
910 South 8th Street, Fernandina Beach, Florida 32034, United States -
Thomas Group of North Florida
● ClosedWelcome to Thomas Group of North Florida, your trusted partner in accounting and finance solutions. Conveniently located at 1743 South 8th Street, Fernandina Beach, Florida, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. With years of experience in the industry, our team of skilled professionals is committed to delivering personalized and comprehensive financial guidance to individuals and businesses alike. At Thomas Group of North Florida, we offer a wide range of services including bookkeeping, tax planning and preparation, financial consulting, and business advisory. Our goal is to help you achieve financial success and peace of mind by ensuring accuracy, compliance, and strategic financial planning.
1743 South 8th Street, Fernandina Beach, Florida 32034, United States -
Doss Weeks, CPAs
● ClosedWelcome to Doss Weeks, CPAs, your trusted partner in accounting and financial services located in the heart of Fernandina Beach, Florida. Situated at 2338 South 8th Street, our firm is dedicated to providing comprehensive and personalized financial solutions to individuals and businesses in the local community and beyond. At Doss Weeks, CPAs, we understand that navigating the complexities of finance can be daunting. Our team of experienced professionals is here to guide you through every step, offering expert advice and tailored strategies to meet your unique needs. Whether you're seeking assistance with tax preparation, bookkeeping, financial planning, or business consulting, we are committed to delivering exceptional service with integrity and precision.
2338 South 8th Street, Fernandina Beach, Florida 32034, United States -
Dawn A Lunt Inc
● OpenWelcome to Dawn A Lunt Inc, your trusted partner in accounting and finance located in the heart of Fernandina Beach, Florida. Situated at 961687 Gateway Boulevard, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. With a commitment to excellence and a focus on personalized service, we offer a comprehensive range of accounting and financial solutions designed to help both individuals and businesses achieve their financial goals. Our team of experienced professionals brings a wealth of knowledge and expertise to every client engagement, ensuring that you receive insightful and strategic advice. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, Dawn A Lunt Inc is here to support you with integrity and precision.
961687 Gateway Boulevard, Fernandina Beach, Florida 32034, United States -
Farmand Farmand & Farmand PA
● ClosedWelcome to Farmand Farmand & Farmand PA, your trusted partner in accounting and finance located in the heart of Fernandina Beach, Florida. Situated at 303 Centre Street, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of individuals and businesses in our community. With a team of experienced professionals, we offer a comprehensive range of services including tax planning and preparation, bookkeeping, auditing, and financial consulting. Our commitment to excellence and personalized client care ensures that you receive the highest quality service in a friendly and professional environment. Whether you're navigating complex tax regulations or seeking strategic financial advice, Farmand Farmand & Farmand PA is here to guide you every step of the way. Visit us today and discover how we can help you achieve your financial goals with confidence and clarity.
303 Centre Street, Fernandina Beach, Florida 32034, United States -
Halls Business Services LLC
● ClosedWelcome to Halls Business Services LLC, your trusted partner in accounting and finance located in the heart of Fernandina Beach, Florida. Situated at 872 Oak Lane, we are committed to providing exceptional financial services tailored to meet the unique needs of our clients. With a focus on accuracy and reliability, our team of experienced professionals is dedicated to helping both individuals and businesses navigate the complexities of financial management. Whether you're looking for comprehensive accounting solutions, tax preparation, or financial planning, Halls Business Services LLC is here to ensure your financial success.
872 Oak Lane, Fernandina Beach, Florida 32034, United States -
fiduciary services inc williamsville ny
● OpenWelcome to Fiduciary Services Inc., your trusted partner in accounting and finance, conveniently located at 1403 Park Avenue, Fernandina Beach, Florida. Our firm is dedicated to providing exceptional fiduciary services tailored to meet the unique needs of individuals and businesses in the Williamsville, NY area and beyond. At Fiduciary Services Inc., we understand the complexities of financial management and the importance of making informed decisions. Our team of experienced professionals is committed to delivering personalized solutions that ensure financial health and compliance. We offer a comprehensive range of services, including tax planning and preparation, bookkeeping, estate and trust management, and financial consulting.
1403 Park Avenue, Fernandina Beach, Florida 32034, United States -
CFO Bookkeeping
● ClosedWelcome to CFO Bookkeeping, your trusted partner in accounting and financial management located in the heart of Fernandina Beach, Florida. Situated at 5174 1st Coast Highway, our dedicated team of professionals is committed to providing top-tier bookkeeping and financial services tailored to meet the unique needs of both individuals and businesses. At CFO Bookkeeping, we understand the complexities of financial management and strive to simplify the process for you. Our comprehensive services include accurate bookkeeping, financial planning, tax preparation, and strategic financial advice that empowers you to make informed decisions. Whether you're a small business owner looking to streamline your accounts or an individual seeking expert financial guidance, we are here to support your journey to financial success.
5174 1st Coast Highway, Fernandina Beach, Florida 32034, United States -
Frances Grieb LLC with Florida Homes Realty & Mortgage
● OpenWelcome to Frances Grieb LLC with Florida Homes Realty & Mortgage, your trusted partner in finance and real estate located in the heart of Fernandina Beach, Florida. We specialize in providing comprehensive financial solutions and expert real estate services tailored to meet the unique needs of our clients. Whether you are looking to buy your dream home, secure a mortgage, or plan your financial future, our dedicated team is here to guide you every step of the way. With a commitment to excellence and a deep understanding of the local market, Frances Grieb LLC is your go-to resource for reliable advice and personalized service. Visit us today and discover how we can help you achieve your financial and real estate goals with confidence.
Fernandina Beach, Florida 32034, United States -
Container Mutual Credit Union
● ClosedWelcome to Container Mutual Credit Union, your trusted financial partner located at 600 North 8th Street, Fernandina Beach, Florida 32034. We specialize in providing a wide range of financial services tailored to meet the needs of our community. As a member-focused credit union, we are dedicated to offering personalized banking solutions, competitive rates, and exceptional customer service. At Container Mutual Credit Union, we understand the importance of convenience, which is why we provide easy access to your funds through our state-of-the-art ATM services. Whether you need to withdraw cash, check your balance, or transfer funds, our ATM is available to assist you 24/7.
600 North 8th Street, Fernandina Beach, Florida 32034, United States -
CBC National Bank
● OpenWelcome to CBC National Bank, your trusted partner in financial services located in the heart of Fernandina Beach, Florida. Conveniently situated at 1891 South 14th Street, our bank is dedicated to serving the diverse financial needs of our community with integrity and excellence. At CBC National Bank, we offer a comprehensive range of banking and financial solutions tailored to fit your personal and business needs. Whether you're looking for personal checking and savings accounts, business banking services, loans, or investment advice, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on providing exceptional customer service and fostering long-lasting relationships with our clients. Visit us today and discover how CBC National Bank can help you achieve your financial goals with confidence and ease.
1891 South 14th Street, Fernandina Beach, Florida 32034, United States -
Truist
● ClosedWelcome to Truist, your trusted partner in banking and financial services located at 1920 South 14th Street, Fernandina Beach, Florida. As a part of Truist Financial Corporation, we are committed to providing a comprehensive range of financial solutions tailored to meet your needs. Whether you're looking to see if you're pre-qualified for a Truist credit card, or seeking the right loan for your goals, our expert team is here to assist you every step of the way. At Truist, we offer a wide array of services through our affiliates. Our banking products and services, including loans and deposit accounts, are provided by Truist Bank, a Member FDIC. For those in need of trust and investment management, our services are available through Truist Bank and Truist Delaware Trust Company. Our investment services are supported by Truist Investment Services, Inc., a SEC registered broker-dealer and member of FINRA/SIPC. We also offer investment advisory services through Truist Advisory Services, Inc., and GFO Advisory Services, LLC.
1920 South 14th Street, Fernandina Beach, Florida 32034, United States -
PrimeSouth Bank
● ClosedWelcome to PrimeSouth Bank, your trusted financial partner located at 1500 Sadler Road, Fernandina Beach, Florida. At PrimeSouth Bank, we are committed to providing exceptional banking and financial services tailored to meet the unique needs of our community. Whether you're looking for personal banking solutions, business accounts, or expert financial advice, our dedicated team is here to assist you every step of the way. We pride ourselves on our customer-focused approach, offering a range of products and services designed to help you achieve your financial goals. Visit us today and discover why PrimeSouth Bank is the preferred choice for individuals and businesses in Fernandina Beach and beyond. Experience the difference of personalized banking with a local touch.
1500 Sadler Road, Fernandina Beach, Florida 32034, United States -
VyStar Credit Union
● ClosedWelcome to VyStar Credit Union, your trusted financial partner located at 1900 South 14th Street, Fernandina Beach, Florida. At VyStar, we are committed to providing exceptional financial services to our community, helping you achieve your financial goals with ease and confidence. As a member-focused credit union, we offer a wide range of products and services, including savings and checking accounts, loans, mortgages, and investment opportunities, all tailored to meet your unique needs. Our team of experienced professionals is dedicated to delivering personalized service with a focus on your financial well-being. We pride ourselves on our community involvement and strive to create a positive impact through financial education, local partnerships, and support for local initiatives.
1900 South 14th Street, Fernandina Beach, Florida 32034, United States -
Raulerson Insurance Group
● ClosedWelcome to Raulerson Insurance Group, your trusted partner in comprehensive insurance solutions. Located at 1901 Island Walkway, Suite 117, Fernandina Beach, Florida, we are proud to serve families and businesses across Northeast Florida and Southeast Georgia. Founded by USMC veteran Brad Raulerson, our independent insurance agency combines the extensive market access of national firms with a personalized, hands-on approach that puts our clients first. With over 40 years of experience in the insurance industry, our dedicated team is committed to helping you protect what matters most. We offer a wide range of personal and business insurance options tailored to meet your unique needs. Whether you need coverage for your home, vehicle, or business, we have the expertise and resources to provide you with the right solutions.
1901 Island Walkway, Fernandina Beach, Florida 32034, United States
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