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Jacksonville, FL
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Best Financial Advisors in Jacksonville, FL

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

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Financial Solution Advisors

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.”
Accepts Debit, Cash, All Major Credit Cards, Check
Licensed, BBB Rating: A
In Business Since 2017
Transparent Fees & Pricing
4350 Pablo Professional Ct, Jacksonville, FL
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Accounting and Tax - Our Bookkeepers

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.”
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2018
Offers Financing Options
13500 Beach Blvd #45, Jacksonville, FL
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Golden Apple Agency

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!”
In Business Since 2018
6817 Southpoint Pkwy Ste 504, Jacksonville, FL
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Postillion Tax Consultants

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.”
Accepts Cash
In Business Since 2013
324 6th Ave N, Jacksonville Beach, FL 32250
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LKP Group Cpa's

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.”
Transparent Fees & Pricing
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2017
8833 Perimeter Park Blvd STE 504, Jacksonville, FL
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369 Financial

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.”
In Business Since 2020
9428 Baymeadows Rd STE 502, Jacksonville, FL
Featured

🚀 Navigating 2023: A Trailblazing Year in Review! 🌟 It's been a year of strategic shifts and calculated maneuvers! At 369 Financial, we've steered away from heavy investments in tech giants, opting instead to diversify across multiple avenues while keeping a cash reserve for adaptability. Why? To maintain a balanced portfolio and brace for potential market swings. 📈 Learning Curves: Every journey has its bumps, and our investment path wasn't exempt. Yet, we didn't allow setbacks to derail us. We stayed focused, considering the bigger picture and adhering to our overarching strategy. 💼 Staying Grounded: Mitigating risks was pivotal. We've smartly managed your investments, ensuring they remain within a manageable range. Why? To brace ourselves for any potential economic uncertainties that 2024 might unveil. 🔮 Predicting 2024: There's buzz about a possible 2024 recession after 2023 predictions missed the mark entirely! The "experts" got it 100% wrong. But fear not! Our team isn't losing sleep over this chatter—and neither should you! 🔍 Looking Forward: The strategies implemented in 2023 have expertly positioned your account for what lies ahead. We're vigilant, ready to pounce on opportunities as they arise.

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Nuventure Financial Group

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.”
In Business Since 2019
13241 Bartram Park Blvd Bldg 900, Suite 913, Jacksonville, FL
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Powerhouse Anchor Management Consulting

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.”
In Business Since 2007
6620 Southpoint Dr S Suite 511, Jacksonville, FL
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The Forde Firm

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!”
In Business Since 2018
5150 Belfort Rd #300, Jacksonville, FL
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Southeast Executive Coaching

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.”
Transparent Fees & Pricing
In Business Since 2018
6817 Southpoint Pkwy, Jacksonville, FL
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French Capital Management

French Capital Management

(9)
  • Company
“Highly recommend Positive Responsiveness, Quality, Professionalism, Value”
Emergency Services
In Business Since 2019
13080 Silver Oak Dr, Jacksonville, FL
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Davis Capital Management

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.”
Coupons & Offers
In Business Since 2015
4788 Hodges Blvd STE 201, Jacksonville, FL
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Wolf Retirement Navigation

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...”
Licensed, BBB Rating: A+
In Business Since 2019
4230 Pablo Professional Ct #101, Jacksonville, FL
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Jax Wealth Advisors

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.”
Accepts Check
Licensed
In Business Since 2016
3840 Belfort Rd suite 103, Jacksonville, FL
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Martin Stubbs Tax Financial Service

Martin Stubbs Tax Financial Service

(3)
Book Appointment
“He explained everything and took his time!”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 1985
1301 Riverplace Blvd Ste 800, Jacksonville, FL
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Monakey & Co., Cpas

Monakey & Co., Cpas

(5)
Tax Services, Business Services, Services For Individuals
“Samina was amazing on providing me with financial advice.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2004
12443 San Jose Blvd #301, Jacksonville, FL
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Woman To Woman Financial

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.”
Remote Consultations Available
In Business Since 2019
5011 Gate Pkwy Building 100, Suite 200, Jacksonville, FL
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Imagine Financial Security

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.”
CFP Certified
In Business Since 2020
12574 Flagler Center Blvd Suite 101, Jacksonville, FL
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Direct Tax Services

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”
In Business Since 2007
1871 University Blvd S, Jacksonville, FL
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Shieldwolf Strongholds

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.”
In Business Since 2022
50 N Laura St Suite 2500, Jacksonville, FL
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Mainwaring Accounting and Tax Services

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.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2013
Free Initial Consultation
12939 Winthrop Cove Dr, Jacksonville, FL
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Paragon Wealth Strategies

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.”
Accepts All Major Credit Cards
Licensed
In Business Since 2013
Remote Consultations Available
10245 Centurion Pkwy N #106, Jacksonville, FL
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Trustwell Financial Advisors

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.”
Transparent Fees & Pricing
In Business Since 1996
8825 Perimeter Park Blvd STE 304, Jacksonville, FL
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Vidal CPA

Vidal CPA

(1)
Tax Preparation, Elder Care, Internal Controls
“Friendly and knowledgeable!”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2009
1015 Atlantic Terrace, Jacksonville, FL
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Retirement Planning and Investment Management Services in Jacksonville, FL Cost Estimates

Minimum cost
$1247
Maximum cost
$10594
National Average
$3739
Avg Per Hour Rates
$374
$2493
$6855
Typical price range is based on 302 cost profiles
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Average Cost $3739
Minimum cost $1247
Maximum cost $10594
Avg Per Hour Rates $374

Typical range $2493 to $6855 is based on 302 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Jacksonville

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