The 30 Best Veterans financial services in Jacksonville, Florida

Harris Financial Coaching, located at 11111 San Jose Boulevard in Jacksonville, Florida, is dedicated to helping individuals achieve their financial goals. Led by Annette Harris, an Accredited Financial Counselor and certified Financial Fitness Coach, the institution offers personalized guidance to help clients understand their financial situation, set goals, and create a plan for the future. As a military veteran, Annette understands the unique challenges that come with retirement, disability, and transitioning to civilian life. She works closely with clients to ensure they are prepared and equipped to make informed decisions about their financial future.

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.

Kevin S McKanna - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway, Jacksonville, Florida, United States. Kevin S McKanna 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®, 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 aspects of financial planning, estate planning, investment management, and specialized areas such as military financial advising and long-term care planning. Kevin S McKanna is dedicated to providing high-quality financial advice and services to clients, with a focus on ethical practices and comprehensive knowledge of asset management, retirement planning, estate planning, and risk management.

Merrill Lynch Financial Advisor William M Courtney is located at 50 North Laura Street, Jacksonville, Florida, United States. The institution focuses on building strong relationships with clients through teamwork and personalized service. They provide access to global investment capabilities and banking convenience through Bank of America. The team at Courtney, Patrick & Tutwiler Group is dedicated to understanding the needs and goals of their clients, whether they are institutions or individuals and families. The advisors work closely with clients to create customized strategies to help them achieve their financial goals. The team is supported by specialists with experience in guiding investment programs and strategic decision making. William M Courtney, a 27 year veteran with Merrill Lynch, is a CFP® certificant and a dedicated member of various civic organizations. Ron, another advisor at the institution, has been named to the Forbes "Best-in-State Wealth Advisors" list multiple times and has achieved various designations in financial planning. Doug, another member of the team, focuses on retirement strategies for businesses and individuals, as well as wealth management strategies. The institution aims to be the primary source of financial advice for their clients and values dedication and diligence in every step of the financial planning process.

Merrill Lynch Financial Advisor Douglas William Tutwiler is located at 50 North Laura Street in Jacksonville, Florida, United States. The institution, Courtney, Patrick & Tutwiler Group, focuses on building strong relationships through teamwork and personalized service. The team, led by experienced specialists, is dedicated to providing financial advice and guidance to institutions and individuals. They work closely with clients to create customized strategies to help them achieve their financial goals. The advisors at Courtney, Patrick & Tutwiler Group have a strong commitment to guiding investment programs and strategic decision making. Bill, a seasoned financial advisor with Merrill Lynch, has a wealth of experience and is actively involved in various civic organizations. Ron, also a veteran with Merrill Lynch, has been recognized on the Forbes "Best-in-State Wealth Advisors" list multiple times. Doug, a Retirement Benefits Consultant for Merrill, specializes in retirement strategies for businesses and individuals. The team at Courtney, Patrick & Tutwiler Group strives to be a valuable resource for their clients, offering investment advice, wealth management strategies, and personalized service.

Linda Forte is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. Linda 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®, CFP®, 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 Linda's expertise in asset management, estate planning, retirement planning, investment management, and financial planning for a diverse range of clients including retirees, small business owners, high net worth individuals, and veterans. Linda is committed to upholding the highest ethical standards and providing personalized financial advice to help clients achieve their financial goals.

Karen Cunningham is a reputable doctor providing exceptional health services at 6310 Beach Boulevard in Jacksonville, Florida, United States. With a focus on personalized care and patient well-being, Karen Cunningham offers a wide range of medical services to address various health concerns. Patients can expect compassionate and expert care in a welcoming and professional environment. Whether you are in need of routine check-ups or specialized treatment, Karen Cunningham is dedicated to helping you achieve optimal health and wellness.

Welcome to the Jim Love State Farm Insurance Agency located at 2730 College Street in Jacksonville, Florida. Our agency has been serving the local community since 1983, offering a range of insurance services including auto, home, life, business, and renters insurance. Located at the corner of College and King Street near St. Vincent's Hospital, our experienced team is dedicated to helping you with all of your insurance and financial needs. Jim Love, a retired Jacksonville City Councilman and United States Navy Reserve Pilot, leads our team with a commitment to providing excellent service and personalized insurance solutions. Whether you are looking for protection for your car, home, business, or family, we are here to assist you in determining if State Farm, the largest auto and home insurer in the U.S., is right for you.

The Law Office of Marcella A. Taylor is a compassionate institution located at 14165 North Main Street, Jacksonville, Florida, United States. Specializing in Elder Law and Estate Planning, we strive to provide our clients with the support and solutions they need. Our services include assistance with Social Security Disability, Supplemental Security Income, Wills, Power of Attorney, Deeds, Probate, Guardianship, Qualified Income Trust, Elder Law Matters, and Financial Matters. Let us help navigate the legal system and find the best solutions for your needs.

Mason Elder Law is a reputable law firm specializing in elder law services, located at 8130 Baymeadows Way West in Jacksonville, Florida. With a team of experienced lawyers, they provide expert legal advice and assistance to seniors and their families on a wide range of issues including estate planning, long-term care planning, Medicaid planning, guardianship, and more. Their compassionate and knowledgeable attorneys are dedicated to helping seniors navigate the complexities of aging with dignity and peace of mind. Contact Mason Elder Law today for personalized and professional legal support.

Deloitte, located at 50 North Laura Street in Jacksonville, Florida, is a leading institution in the fields of accounting and finance. With a focus on front-office transformation, Deloitte helps businesses gain a competitive edge in their industries. The institution offers training and mentorship programs to help individuals succeed in their careers, with a special emphasis on hiring veterans and supporting the VMSA community. With over 80,000 professionals in the United States, Deloitte is dedicated to serving clients and solving their toughest problems. The institution's culture is one of inclusion, collaboration, and high performance, providing employees with opportunities to do their best work and make a difference on important projects. Joining Deloitte's Talent Network connects individuals to career resources and potential job opportunities. Learn more about Deloitte and its global network of member firms at www.deloitte.com/about.

Hollis CPAs and Associates, P.A. is a reputable accounting and finance institution located at 751 Duval Station Road in Jacksonville, Florida, United States. Specializing in assisting individuals and businesses with their tax and financial needs, we are dedicated to providing top-notch services to our clients. Our team at Hollis CPAs and Associates, P.A. is well-versed in the latest tax laws and regulations, allowing us to effectively handle even the most complex tax issues. Whether you need help with accounting, payroll, bookkeeping, or financial planning, we have the expertise to guide you through the process.

ReMilNet is a cutting-edge institution located at 13955 Summer Breeze Drive East in Jacksonville, Florida. We are dedicated to providing top-notch education and training in the field of military and veteran affairs. Our experienced staff and state-of-the-art facilities ensure that our students receive the highest quality of instruction and support. Join us at ReMilNet and embark on a rewarding journey towards a successful career in the armed forces or related fields.

The Forde Firm, located at 5150 Belfort Road in Jacksonville, Florida, is a leading accounting and finance institution serving the North East Florida area. Specializing in both business and non-profit accounting, we are dedicated to helping our clients navigate complex tax issues and achieve their financial goals. Our team stays up-to-date on the latest tax and audit laws to provide you with expert advice and representation when dealing with the IRS or other state agencies. We offer a range of services including accounting, payroll, and bookkeeping support to streamline your back office operations.

Navy to Navy Homes is a full-service property management company located in Jacksonville, Florida. With over 400 satisfied landlords, we offer expert services to help maximize your profits and take the stress out of managing your rental properties. Our team conducts thorough market analysis, tenant screening, and provides 24/7 emergency maintenance to ensure your investment is protected. We offer electronic rent payments, detailed financial reporting, and even cover the cost of evictions in some cases. Whether you are looking to buy, sell, or rent out a property in Jacksonville, our team is here to help. With the population in Jacksonville on the rise, now is the perfect time to invest in real estate in this sunny locale. Contact Navy to Navy Homes for a free rental analysis report and see how we can make a difference in your portfolio.

Navy Federal Credit Union, located at 6100 Collins Road in Jacksonville, Florida, is a trusted institution offering a range of financial services including banking, ATMs, and investment options. With Digital Investor’s automated tools, you can start investing in just 10 minutes, or work with a financial advisor to create a personalized strategy. Their business credit card options cater to the needs of entrepreneurs, while military members can take advantage of exclusive offers and discounts. Navy Federal has been serving the military community since 1933, growing to over 13 million members with a focus on being the most preferred and trusted financial institution for military families. Contact their 24/7 Member Services for assistance, and rest assured that all member business is conducted in English. Trust Navy Federal Credit Union for all your financial needs.

Jones Home Loan Mortgage LLC is a leading finance institution located at 5785 Wilson Boulevard in Jacksonville, Florida, United States. Specializing in providing home loans and mortgages, our team of experienced professionals is dedicated to helping our clients achieve their dream of homeownership. With a commitment to excellent customer service and tailored financial solutions, Jones Home Loan Mortgage LLC is the go-to choice for all your mortgage needs. Contact us today to learn more about our services and how we can assist you in securing the perfect loan for your home.

Mortgage Management, LLC is a finance institution located at 2529 University Boulevard West in Jacksonville, Florida, United States. By providing your SSN, our brokers will know you're serious about obtaining a loan, resulting in better rates and terms without affecting your credit. We strive to ensure that our services are accessible to people with disabilities and have invested resources to make our website easier to use for everyone. Our accessibility menu can be enabled by clicking the icon on the corner of the page, allowing for a more inclusive browsing experience.

Omni Military Loans, located at 2292 Mayport Road in Jacksonville, Florida, is a trusted finance institution that is dedicated to providing fast and professional loan services to military personnel. Our team is committed to ensuring that our customers are 100% satisfied with their loans and our services. We understand the unique financial needs of military members and are here to help when traditional lenders may not. Whether you need a small loan for a car repair or assistance in a time of need, Omni Military Loans is here to say "yes" when others say "no." Visit us today and experience the Omni difference.

Dixon Link Capital LLC is a finance institution located at 4230 Ortega Boulevard in Jacksonville, Florida. Specializing in commercial real estate, we offer creative debt and equity financing solutions through our extensive network of capital partners. Our team, led by industry veterans with over 20 years of experience, understands the needs of business owners, developers, and investors. We provide personalized service to help secure the funding needed for your projects. Submit your loan scenario to get started. With construction financing for new hospitality projects expected to increase and small business loan applications rebounding, now is a great time to explore financing options for your business. Let us help you find the right loan for your company's needs.

Welcome to Therapy Partner Solutions, your trusted partner in delivering exceptional therapy services across the full continuum of care. Located at 6 North 2nd Street, Fernandina Beach, Florida, we are a family of therapy-centric companies dedicated to providing comprehensive solutions tailored to your unique clinical and market needs. At Therapy Partner Solutions, we understand the challenges you face because we've been there ourselves. Our team comprises seasoned therapists and industry experts committed to creating the highest quality patient outcomes and superior business performance results. Whether you operate a hospital, health system, home health organization, or private practice outpatient clinic, our therapy-focused companies are here to ensure your business delivers top-notch care while optimizing your return on investment.

Welcome 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.