Best Financial Advisors in Jacksonville Beach, FL

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List of Firms

Jacksonville Beach, FL Fiduciary Financial Advisors

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Raymond James: Ron May / Susan Hartman
Location 420 Osceola Ave, Jacksonville Beach, FL 32250, USA
Phone (904) 246-7484
Directions
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Van Wie Financial
5 out of 5
Location 1538 The Greens Way #105, Jacksonville Beach, FL 32250, USA
Phone (904) 685-1505
Directions
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OAN
SEC File# 801-113539
CRD# 297186
Location 1514 Roberts Dr, Jacksonville Beach, FL 32250, USA
Phone (727) 781-7300
Directions
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Guardian Investment Advisors, LLC
Location 3010 3rd St S Suite B, Jacksonville Beach, FL 32250, USA
Phone (904) 544-8388
Directions
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Legacy Trust Family Wealth Offices
5 out of 5
Location 4200 Marsh Landing Blvd Suite 100, Jacksonville Beach, FL 32250, USA
Phone (904) 280-9100
Directions
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Dodds Wealth Advisors
Location 1400 Marsh Landing Pkwy #105, Jacksonville Beach, FL 32250, USA
Phone (904) 834-2049
Directions
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David N. Adams, Inc.
5 out of 5
Location 166 A1A N #101, Ponte Vedra Beach, FL 32082, USA
Phone (904) 339-0015
Directions
Financial Advisors in Jacksonville Beach, FL

Where Certified Financial Advisors in Jacksonville Beach, FL Serve

Jacksonville Beach, FL is a vibrant coastal city with an array of landmarks, top employers, major highways and streets, and neighborhoods that make it a desirable place to live, work, and play. From the iconic Jacksonville Beach Pier to the scenic Beach Boulevard, there is no shortage of things to see and do in this bustling community. The city is home to several major employers, including Baptist Health, Mayo Clinic, and the City of Jacksonville Beach, which provide ample job opportunities for residents. Major highways like I-95 and A1A make it easy to get around town, while popular streets like 3rd Street and Beach Boulevard offer a variety of shopping, dining, and entertainment options. Neighborhoods like South Beach, Oceanfront, and Jacksonville Beach Golf Course provide a range of housing options to suit any lifestyle. Whether you're looking for a day at the beach or a night out on the town, Jacksonville Beach has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Jacksonville Beach, FL could benefit greatly from the guidance of a financial advisor. With the city's close proximity to the ocean, many residents may have unique financial needs related to beachfront property ownership or vacation rental investments. A financial advisor can provide expert advice on how to manage and grow these assets, as well as help residents create a comprehensive financial plan that takes into account their long-term goals and retirement savings. Additionally, Jacksonville Beach has a thriving tourism industry, which may offer opportunities for residents to invest in local businesses or real estate. A financial advisor can help residents navigate these investment options and make informed decisions that align with their financial objectives. Overall, a financial advisor can provide valuable insights and support to help residents of Jacksonville Beach achieve financial stability and success.

Insurance Broker

Residents of Jacksonville Beach, FL can benefit from the expertise of an insurance broker in a variety of ways. Firstly, an insurance broker can help residents navigate the unique insurance needs of the coastal community, such as flood and hurricane insurance. With the threat of severe weather always looming, having adequate coverage is crucial to protect homes and personal property. Additionally, an insurance broker can help residents find the most affordable and comprehensive insurance policies for their individual needs, whether it be auto, health, or homeowners insurance. With the help of an insurance broker, residents of Jacksonville Beach can have peace of mind knowing they are fully protected in the event of an unexpected event.

Retirement Planning

Residents of Jacksonville Beach, FL could greatly benefit from the services of a retirement planner. A retirement planner can help individuals in Jacksonville Beach plan for their future by creating a comprehensive financial plan that takes into account their current assets, retirement goals, and potential risks. Specifically, many residents of Jacksonville Beach may be concerned about the impact of hurricanes on their retirement savings. A retirement planner can help them navigate this risk and ensure that their investments are protected against potential losses. Additionally, a retirement planner can provide guidance on tax strategies, estate planning, and insurance options to ensure that residents of Jacksonville Beach are well-prepared for their retirement years.

Wealth Management

Residents of Jacksonville Beach, FL can greatly benefit from the expertise of a wealth manager. With its beautiful beaches and thriving tourism industry, Jacksonville Beach attracts many affluent individuals and families who may need help managing their finances. A wealth manager can provide guidance on investment strategies, retirement planning, tax optimization, and estate planning. Additionally, with Jacksonville Beach being a coastal city, residents may need specialized advice on insurance and risk management related to hurricanes and flooding. A wealth manager can help residents navigate these unique challenges and ensure their financial well-being for years to come.

Mortgage Loan Officer

Residents of Jacksonville Beach, FL can benefit greatly from the assistance of a mortgage loan officer. These professionals are experts in the field of home financing and can help residents secure the necessary funds to purchase their dream home in this beautiful coastal city. With its stunning beaches, vibrant nightlife, and thriving economy, Jacksonville Beach is a popular destination for both tourists and residents alike. A mortgage loan officer can provide guidance on the best loan options available to residents, taking into account their unique financial situation and the local real estate market. They can also help residents navigate the complex application process, ensuring that they are able to secure the best possible terms and rates for their mortgage. Overall, a mortgage loan officer is an invaluable resource for anyone looking to purchase a home in Jacksonville Beach, FL.

Tax Services

Residents of Jacksonville Beach, FL can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits on their tax returns. This is particularly important for residents of Jacksonville Beach, as the city has a higher cost of living compared to other areas in Florida. A tax advisor can help residents identify deductions and credits for expenses such as property taxes, mortgage interest, and charitable donations, which can help them save money on their tax bill. Additionally, a tax advisor can assist with tax planning and preparation, ensuring that residents are in compliance with all tax laws and regulations. With the help of a tax advisor, residents of Jacksonville Beach can have peace of mind knowing that their finances are in order and that they are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Jacksonville Beach, FL would greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan to protect and distribute assets after death. This is particularly important in Jacksonville Beach, where many residents own beachfront property and other valuable assets. An estate planning lawyer can help ensure that these assets are distributed according to the individual's wishes and in a tax-efficient manner. Additionally, an estate planning lawyer can assist with healthcare directives and powers of attorney, which are crucial documents to have in place in case of incapacity. By working with an estate planning lawyer, residents of Jacksonville Beach can have peace of mind knowing that their assets and wishes are protected.

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