Wealth Management in Jacksonville, FL

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List of Firms

Jacksonville, FL Wealth Management Firms

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River City Wealth Management
SEC File# 801-121329
CRD# 314312
Location 10175 Fortune Pkwy UNIT 603, Jacksonville, FL 32256, USA
Phone (904) 374-9098
Directions
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Otterson Allison Wealth Management Group of Raymond James
Location 245 Riverside Ave #500, Jacksonville, FL 32202, USA
Phone (904) 348-5437
Directions
SEC File# 801-113258
CRD# 149019
5 out of 5
Location 1514 Roberts Dr, Jacksonville Beach, FL 32250, USA
Phone (904) 562-5190
Directions
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Davis Capital Management
SEC File# 801-118162
CRD# 149014
5 out of 5
Location 4788 Hodges Blvd # 201, Jacksonville, FL 32224, USA
Phone (904) 223-0510
Directions
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Neri, Pacciano Wealth Management Group - UBS Financial Services Inc.
Location One Independent Drive 30th Floor, Jacksonville, FL 32202, USA
Phone (904) 301-3112
Directions
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RFW Wealth Advisors
Location 4776 Hodges Blvd Suite 203, Jacksonville, FL 32224, USA
Phone (904) 517-5400
Directions
SEC File# 801-120427
CRD# 309312
Location 8075 Gate Pkwy W #101, Jacksonville, FL 32216, USA
Phone (904) 923-7526
Directions
SEC File# 801-10418
CRD# 705
4 out of 5
Location 245 Riverside Ave #500, Jacksonville, FL 32202, USA
Phone (904) 858-4100
Directions
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Jax Wealth Advisors
5 out of 5
Location 3840 Belfort Rd suite 103, Jacksonville, FL 32216, USA
Phone (904) 296-7526
Directions
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Shepard & Shepard Wealth Management Team of Raymond James
Location 245 Riverside Ave Suite 500, Jacksonville, FL 32202, USA
Phone (352) 207-3715
Directions
Wealth Management in Jacksonville, FL

Where Wealth Management Advisors in Jacksonville, FL Serve

Jacksonville, FL is a vibrant city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Riverside neighborhood to the bustling downtown area, Jacksonville has something for everyone. Some of the city's most notable landmarks include the Jacksonville Landing, the Cummer Museum of Art and Gardens, and the Jacksonville Zoo and Gardens. Additionally, the city is home to several major employers, including Baptist Health, CSX Corporation, and the Mayo Clinic. When it comes to transportation, Jacksonville is serviced by several major highways and streets, including I-95, I-10, and US-1. These thoroughfares make it easy for residents to get around the city and explore all that it has to offer. Finally, Jacksonville is home to a diverse array of neighborhoods, each with its own unique character and charm. From the upscale community of San Marco to the laid-back vibe of Atlantic Beach, there is something for everyone in this bustling city.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Jacksonville, FL can be helped by a bank in many ways, but one of the most common ways is through mortgage loans. With the city's growing population and booming real estate market, many residents are looking to purchase a home or refinance their current mortgage. A bank can offer competitive interest rates and personalized loan options to help residents achieve their homeownership goals. Additionally, banks in Jacksonville can provide financial education and resources to help residents make informed decisions about their money. With the city's diverse population and unique economic landscape, banks can offer specialized services to meet the needs of each resident, whether it be small business loans or investment opportunities. Overall, a bank can be a valuable resource for residents of Jacksonville, helping them achieve financial stability and reach their long-term goals.

Insurance Broker

Residents of Jacksonville, FL can benefit greatly from the expertise of an insurance broker. With its proximity to the coast, Jacksonville is prone to natural disasters such as hurricanes, flooding, and tornadoes. An insurance broker can help residents navigate the complexities of insurance policies and find coverage that specifically addresses these risks. Additionally, Jacksonville is home to a large military community, and insurance brokers can assist service members and their families with unique insurance needs such as deployment coverage and life insurance. Brokers can also help small business owners in Jacksonville find comprehensive insurance policies that protect their assets and employees. With so many potential risks and insurance options to consider, the guidance of an insurance broker can provide peace of mind and financial security for residents of Jacksonville.

Retirement Planning

Residents of Jacksonville, FL can benefit greatly from the expertise of a retirement planner. With its warm climate, beautiful beaches, and affordable cost of living, Jacksonville is a popular destination for retirees. However, navigating the complexities of retirement planning can be daunting. A retirement planner can help residents of Jacksonville create a personalized plan for their retirement, taking into account factors such as Social Security benefits, healthcare costs, and tax implications. Additionally, with its large military presence, many residents of Jacksonville may be eligible for unique retirement benefits that a retirement planner can help them navigate. Overall, a retirement planner can provide invaluable guidance and peace of mind to residents of Jacksonville as they plan for their golden years.

Financial Advisor

Residents of Jacksonville, FL can benefit greatly from the guidance of a financial advisor. With the city's growing economy and diverse population, a financial advisor can assist individuals in creating a personalized financial plan that addresses their unique needs and goals. Jacksonville's proximity to the Atlantic Ocean and St. Johns River also presents opportunities for investment in real estate and recreational activities. A financial advisor can provide insight on the best ways to invest in these areas while minimizing risk. Additionally, with the city's large military presence, a financial advisor can assist service members and their families in navigating the complexities of military benefits and retirement planning. Overall, a financial advisor can help residents of Jacksonville, FL achieve financial stability and success in a rapidly evolving economy.

Mortgage Loan Officer

Residents of Jacksonville, FL can benefit from the expertise of a mortgage loan officer in numerous ways. Firstly, the loan officer can assist residents in navigating the complex mortgage application process, which can be daunting and overwhelming. Additionally, due to Jacksonville's unique geographic location, with its proximity to the coast and susceptibility to natural disasters such as hurricanes, a mortgage loan officer can provide guidance on insurance requirements and ensure that residents are adequately protected in the event of a disaster. Furthermore, with the city's diverse population, a mortgage loan officer can help residents who may have unique financial circumstances, such as self-employed individuals or those with non-traditional sources of income, to secure a mortgage that meets their specific needs. Ultimately, a mortgage loan officer can be an invaluable resource for residents of Jacksonville, helping them to achieve their dream of homeownership and ensuring that they are well-informed and protected throughout the process.

Tax Services

Residents of Jacksonville, FL can benefit from the services of a tax advisor in numerous ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations in the state of Florida. With the state's unique tax system, which includes sales tax, property tax, and income tax, it can be challenging for residents to understand their tax obligations and ensure that they are paying the correct amount of taxes. Additionally, a tax advisor can help residents take advantage of tax deductions and credits that they may be eligible for, such as the homestead exemption, which can significantly reduce their property tax bills. Furthermore, a tax advisor can help residents plan for their financial future by providing advice on retirement planning, estate planning, and investment strategies. With the help of a tax advisor, residents of Jacksonville, FL can ensure that they are making informed financial decisions and maximizing their tax savings.

Estate Planning Lawyer

Residents of Jacksonville, FL can benefit from the services of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can assist in drafting a will, which can ensure that a person's assets are distributed according to their wishes after their passing. Additionally, an estate planning lawyer can help set up trusts, which can provide financial security for loved ones and help minimize taxes. Furthermore, an estate planning lawyer can assist with healthcare directives, which can ensure that a person's medical wishes are respected if they become incapacitated. In Jacksonville, FL, where hurricanes and natural disasters are common, an estate planning lawyer can also help residents prepare for emergencies by creating a plan for their assets and ensuring that their loved ones are taken care of in the event of a disaster. In short, an estate planning lawyer can provide invaluable guidance and support to residents of Jacksonville, FL as they plan for the future.

Jacksonville, FL Financial Resources

Jacksonville, FL Chamber of Commerce

https://jaxchamber.com/

Jacksonville, FL City Hall

https://www.coj.net/

Jacksonville, FL Public Library

https://jaxpubliclibrary.org/

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