Best Financial Advisors in Jacksonville, FL

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

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
4350 Pablo Professional Ct, Jacksonville, FL
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Accounting and Tax - Our Bookkeepers

Accounting and Tax - Our Bookkeepers

(50)
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 2016
Offers Financing Options
13500 Beach Blvd #45, Jacksonville, FL
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369 Financial | Jacksonville Financial Advisors

369 Financial | Jacksonville Financial Advisors

(20)
Investment Management, Tax Planning, Wealth Management
“This has been an incredible learning experience and everyone should give it a try if they're trying to get their finances in order and wanting to get a proper understanding of finance itself.”
Free Initial Consultation
Emergency Services
In Business Since 2020
9424 Baymeadows Rd Unit 250, Jacksonville, FL
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Golden Apple Agency

Golden Apple Agency

(35)
  • Work
  • Job
  • Team
“If you were looking for someone trustworthy, with knowledge, Quick Books domain, experience and good customer service to take you accounting and taxes.”
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 2011
324 6th Ave N, Jacksonville Beach, FL 32250
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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.”
Free Initial Consultation
In Business Since 2020
9428 Baymeadows Rd STE 502, Jacksonville, FL
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LKP Group Cpa's

LKP Group Cpa's

(9)
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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Nuventure Financial Group

Nuventure Financial Group

(22)
  • Questions
  • Mind
  • Accounts
“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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Universal Accounting & Bookkeeping

Universal Accounting & Bookkeeping

(5)
Tax Services, Quickbooks Services, Business Services
“Yvette has always taken her time to explain our yearly taxes and helped with our tax planning.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2022
Free Initial Consultation
6620 Southpoint Dr S Suite 505 Suite 505, Jacksonville, FL
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French Capital Management

French Capital Management

(9)
  • Company
“French was intelligent, personable and patient with me.”
Emergency Services
In Business Since 2019
13080 Silver Oak Dr, 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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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

(4)
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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Wolf Retirement Navigation

Wolf Retirement Navigation

(3)
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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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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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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Riverplace Capital Management

Riverplace Capital Management

(4)
Retirement Planning, Real Estate, Financing Options & Self-Directed Iras, Tax Protection
“I am still working full time with retirement several years away, but knowing that my post-career finances are under such steady, wise and vigilant stewardship -- especially in these turbulent times -- allow me to sleep better at night.”
Free Initial Consultation
Offers Financing Options
In Business Since 2001
1301 Riverplace Blvd # 2130, 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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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 2011
Free Initial Consultation
12939 Winthrop Cove Dr, Jacksonville, FL
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Powerhouse Anchor Management Consulting

Powerhouse Anchor Management Consulting

(11)
Company Registration & Formation, Strategy, Forensic Accounting & Fraud Prevention
“In addition to my accounting needs PAMC has assisted me with strategic planning for my business which has given me a specific plan with goals for our future.”
In Business Since 2007
6620 Southpoint Dr S Suite 511, 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 2011
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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Davis Capital Management

Davis Capital Management

(14)
  • Trust
  • Team
  • 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.”
In Business Since 2011
4788 Hodges Blvd STE 201, Jacksonville, FL
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Concierge Capital Management

Concierge Capital Management

(13)
  • Retirement
“Regardless of how the market is performing Patrick has always been consistent in his communication as well as educating us on the market throughout the process.”
In Business Since 2018
4776 Hodges Blvd STE 203, Jacksonville, FL 32224
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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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