Financial Solution Advisors
“I'm greatly impressed by their process and smooth transition as it relates to their work and their attitude.”
Best Financial Advisors in Jacksonville, FL
23 firms listed · all 23 in Jacksonville · 1 open 24/7 · 1 open weekends · 22 rated 4.5+
Data verified October 21, 2026
369 Financial
“I have been working with Joshua over the past few weeks and he has been excellent at breaking down my financial state and goals and giving me comprehensive tools to use in the future.”
Nuventure Financial Group
“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.”
The Forde Firm
“They have been with us since inception and continue to be a major factor in our company's success.”
French Capital Management
“French Capital Management is the only finance company that I trust to look after my investments.”
Davis Capital Management
“Troy and his staff are fantastic to work with, very experienced and have done a fantastic job with my account.”
The 23 firms listed for Jacksonville, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Jacksonville, FL
All 23 firms we list here are in Jacksonville itself. We have 71 firms in Jacksonville on file; this page shows the highest-rated 23. The firms on this page are rated from 4.0 to 5.0 across 354 reviews; 1 has 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (81%) and quality (75%). 1 is open around the clock and 1 is open on weekends. The services the firms on this page list most often on their websites are financial planning (5), retirement planning (5), tax planning (5), investment management (4) and estate planning (3). 1 shows a license on its website; 2 list staff certifications (CFP and CPA) and 2 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2004. 1 offers urgent consultations; 1 offers payment plans; 1 offers a free initial consultation and 1 lists coupons or special offers. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Jacksonville take financial planning bookings online?
9 of the 23 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Wolf Retirement Navigation
“Adam guided me by managing my savings into various accounts to accrue interest.”
Jax Wealth Advisors
“Appear to have a very good wealth management plan for the individual.”
Woman To Woman Financial
“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.”
Imagine Financial Security
“Kevin was comprehensive in evaluating and creating the plan that was filled with information that helped me be more confident about retirement and offered numerous suggested planning opportunities.”
Direct Tax Services
“They take care of their clients, especially the boy who served my brother and me today, I don't know his name”
Shieldwolf Strongholds
“He wanted to ensure that I understood everything before moving forward and at no point did I feel pressured.”
Paragon Wealth Strategies
“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.”
Trustwell Financial Advisors
“They really treat you like family here and they have the best interest and intent with helping you invest your money.”
Patrick & Raines Cpas
“Patrick & Raines are the go too for your CPA needs, great customer service and prompt response time.”
Vidal CPA
Concierge Capital Management
“Finding a CFP can be a challenge and I have such confidence in Patrick I have referred friends and family members to his services.”
Toams Financial
“They provide you with links on different topics and they are always willing to assist you.”
Namey Financial Group
“Daniel and Jennifer have done an excellent job in supporting our financial and retirement needs both for business and personal accounts.”
Life Planning Partners
“They have made themselves so available at each and every turn and are genuinely concerned for their clients well being, financial knowledge, and financial independence.”
Veronica Garcia Brown, CPA
“Veronica, and her employees were very helpful.”
Gold Tree Financial
First Coast Financial Group
“Bill, Kyle, and the entire team at First Coast Financial Group always provide the ultimate client experience.”
Why these companies made our list
What clients say about firms in Jacksonville
- “They are a highly professional firm with reasonable rates and extremely competent fiduciary advisors.” — client of Trustwell Financial Advisors
- “Kevin is knowledgeable on every subject related to retirement planning and offers the pros, cons and alternatives to many strategies and patiently and clearly explains the reasons why.” — client of Imagine Financial Security
- “Accounting services are exceptional and I am very satisfied with financial planning and investment services.” — client of Financial Solution Advisors
- “The approach Chris has taken as our fiduciary agent made us comfortable right away.” — client of Nuventure Financial Group
- “We are extremely pleased with the service, the friendly and helpful staff, and the growth of our portfolio.” — client of Trustwell Financial Advisors
Excerpts from public reviews of the firms listed on this page.
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