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Accounting and Tax - Our Bookkeepers

(49)

Accountants

“As a local business owner I have been guided by this team with numerous situations, furthermore if they don't have the expertise they will refer you to the experts.”

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Financial Solution Advisors

(48)

Family Office Services, Accounting Tech, Cloud Accounting

“If this is how they treat random callers who are not clients, I have no doubt that this is a highly professional organization and would recommend them without reservation.”

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Golden Apple Agency

(41)

Work
Job
Gratitude

“I would like to express my gratitude to agent Katerina for her high competence and responsibility in working with me and my documents, she is always in touch and always gives highly professional advice!”

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Postillion Tax Consultants

(35)

Insurance, Plans For Business Owners, Financial Planning

“Brandon and Team have been doing my Taxes for years for 3 companies I own and personal and I love working with him, His outside the box approach and proactiveness is just what everyone needs when it comes to tax planning.”

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LKP Group Cpa's

(10)

Tax Services, Industries, Business Services

“In addition to preparing returns, her firm provides other valuable services such as tax planning, payroll, bookkeeping, succession planning, auditing and much more.”

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369 Financial

(20)

Investment Management, Tax Planning, Wealth Management

“I am reminded of a takeaway from an early book on personal finance titled "The Richest Man in Babylon" Do not take advice on finance from a brick layer.”

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Nuventure Financial Group

(22)

Questions
Decisions
Understanding

“If you're looking for a team who will treat you with respect and kindness while also leading you through your investment planning journey, you really must consider giving them a call.”

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The Forde Firm

(17)

Schools, HOA & Condos, Non-Profits

“I was delighted to work with Linda and her team on number of projects and I must say she is very dedicated helping non-profits and small businesses with accounting!”

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Powerhouse Anchor Management Consulting

(17)

Company Registration & Formation, Strategy, Forensic Accounting & Fraud Prevention

“Not just that Ethel does a great job with my taxes as a resident of the state of Florida, but also he did my taxes for many years integrating my work overseas, and my work taxes in different States.”

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French Capital Management

(9)

Company

“Highly recommend Positive Responsiveness, Quality, Professionalism, Value”

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Davis Capital Management

(15)

Team
Trust
Retirement

“Troy and the folks at Davis Capital Management are the go to resource for my family when it comes to financial advisors in the Jacksonville marketplace.”

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Southeast Executive Coaching

(11)

Strategic Planning, Budget Development and Maintenance, Business Profitability Analysis

“Although my needs might be different than others who might be looking for assistance in this area, I am confident in my recommendation of Jacksonville Executive Coaching and Vicky Sydorowicz.”

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Jax Wealth Advisors

(4)

Independent Advice, Financial Planning, What's Your Strategy?

“Lee Little, Valarie Heineman and Connor Little have navigated our investments with expert knowledge providing my family with a retirement plan that makes sense.”

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Wolf Retirement Navigation

(4)

Insurance Planning, Investment Management, Retirement Planning

“Adam and his team went above and beyond all my expectations, from the very first moment my (widowed) mom met everyone back in August 2016, at which time Adam answered all the questions we had regarding moneys my (deceased) father had set aside for Ma...”

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Woman To Woman Financial

(9)

Who We Serve, Services

“I won't say to hire April because of her knowledge, experience and quality of service only, but also because she's truly cares about how financial literacy can lift people out of poverty and help secure the future of families.”

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Monakey & Co., Cpas

(5)

Tax Services, Business Services, Services For Individuals

“Samina was amazing on providing me with financial advice.”

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Martin Stubbs Tax Financial Service

(3)

Book Appointment

“He explained everything and took his time!”

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Shieldwolf Strongholds

(16)

Knowledge
Future
Insurance

“Shieldwolf Strongholds has provided me and my family with outstanding service, providing personalize strategies to take control of our financial future.”

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Direct Tax Services

(12)

Accounting Services, Retirement Planning, Business Tax Returns

“Pretty nice they turned this place around, in 2015, this was the place where that one dentist pulled the teeth out of the kids, better people own this place now”

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Imagine Financial Security

(12)

Income Distribution, Young Families & Professionals, Tax Optimization

“In addition to outlining a number of scenarios for retirement, Kevin also helped us plan for our daughters college saving fund as well as provided excellent advice on estate planning and insurance.”

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Mainwaring Accounting and Tax Services

(3)

“Jim is very personable and does a great job of making sure he gets everything he needs from you to minimize your burden.”

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Paragon Wealth Strategies

(1)

“I reached out to this group in need of some advice and even though we weren't the right match, one of the managing partners took the time to talk with me and give me advice and recommendations for other firms that would be a fit.”

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Trustwell Financial Advisors

(6)

Financial Planning, Investment Management

“We have been working with Chris Daunhauer for several years and we are very pleased with his work and his careful attention to our specific needs and requirements.”

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Patrick & Raines Cpas

(9)

Lawn Maintenance

“She stated clearly what she needed and once the info was provided she completely understood everything and asked least amount of additional information.”

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Average Cost	$3739
Minimum cost	$1247
Maximum cost	$10594
Avg Per Hour Rates	$374

Best Financial Advisors in Jacksonville, FL

The highest-rated Financial Planning & Wealth Management companies out of 184 vetted & reviewed in the Jacksonville area.

Accounting and Tax - Our Bookkeepers

Financial Solution Advisors

Golden Apple Agency

Postillion Tax Consultants

LKP Group Cpa's

369 Financial

Nuventure Financial Group

The Forde Firm

Powerhouse Anchor Management Consulting

French Capital Management

Davis Capital Management

Southeast Executive Coaching

Jax Wealth Advisors

Wolf Retirement Navigation

Woman To Woman Financial

Monakey & Co., Cpas

Martin Stubbs Tax Financial Service

Shieldwolf Strongholds

Direct Tax Services

Imagine Financial Security

Mainwaring Accounting and Tax Services

Paragon Wealth Strategies

Trustwell Financial Advisors

Patrick & Raines Cpas

Retirement Planning and Investment Management Services in Jacksonville, FL Cost Estimates

Why these companies made our list

Wealth Management Advisors near Jacksonville

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