Retirement Planning in Duval County, FL

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List of Firms

Top Retirement Planners in Duval County, FL

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Terry Surrency - UBS Financial Services Inc.
Location One Independent Drive, E Independent Dr, Jacksonville, FL 32202, USA
Phone (904) 358-4173
Language https://advisors.ubs.com/terry.surrency/?utm_source=Yext&utm_medium=GMB&utm_campaign=165019&y_source=1_MTgwNTc5NDgtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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NestEggs Retirement Plan Services Inc
SEC File# 801-63869
CRD# 133507
Location 10407 Centurion Pkwy N #126, Jacksonville, FL 32256, USA
Phone (904) 348-3131
Language https://www.nesteggs401k.com/
Time Monday: 7:00 AM – 4:00 PM Tuesday: 7:00 AM – 4:00 PM Wednesday: 7:00 AM – 4:00 PM Thursday: 7:00 AM – 4:00 PM Friday: 7:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Professional Retirement Services
Location 300 W Adams St #500, Jacksonville, FL 32202, USA
Phone (904) 381-9080
Language http://www.professionalretirement.com/
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Brian Chappell, CRPS - UBS Financial Services Inc.
Location 1 Independent Dr 30th Floor, Jacksonville, FL 32202, USA
Phone (904) 358-4105
Language https://advisors.ubs.com/brian.chappell/?utm_source=Yext&utm_medium=GMB&utm_campaign=158352&y_source=1_MTgwNTc0NzYtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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VALIC Financial Advisors
SEC File# 801-54952
CRD# 42803
Location 653-1 8th St W, Jacksonville, FL 32209, USA
Phone (904) 244-8160
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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InVestra Financial Services
SEC File# 801-78808
CRD# 168267
Location 1431 Riverplace Blvd # 910, Jacksonville, FL 32207, USA
Phone (904) 880-7878
Language http://www.investrafinancial.com/
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Retirement Resources Inc
SEC File# 801-114202
CRD# 151889
5 out of 5
Location 4745 Sutton Park Ct suite 303, Jacksonville, FL 32224, USA
Phone (904) 721-2345
Language http://www.retirementresourcesinc.net/
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Florida Wealth Planning Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, USA
Phone (904) 421-7545
Language https://www.ameripriseadvisors.com/team/florida-wealth-planning-group/contact?cid=IP_local_google
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Jerald I Seebol - Morgan Stanley
Location 50 N Laura St Ste 2000, Jacksonville, FL 32202, USA
Phone (904) 632-0252
Language https://advisor.morganstanley.com/jerald.i.seebol?y_source=1_MTA4MjIxMjgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Total Business Planning Inc.
Location 1354 N Laura St, Jacksonville, FL 32206, USA
Phone (904) 616-9992
Language http://www.fullerfinancialservices.com/our-team1
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Elicia Mundy - UBS Financial Services Inc.
Location One Independent Drive, E Independent Dr, Jacksonville, FL 32202, USA
Phone (904) 301-3133
Language https://advisors.ubs.com/elicia.mundy/?utm_source=Yext&utm_medium=GMB&utm_campaign=159443&y_source=1_MTgwNTc4ODUtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Reid T Fitzpatrick Financial Planning
Location 1858 Brush Hill Rd, Jacksonville, FL 32211, USA
Phone (904) 476-1755
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Retirement Plan Advisors, LLC
SEC File# 801-63261
CRD# 122758
Location 4720 Salisbury Rd #227, Jacksonville, FL 32256, USA
Phone (904) 329-7953
Language https://retirementplanadvisors.com/
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Petros Estate & Retirement Planning
Location 4655 Salisbury Rd #100, Jacksonville, FL 32256, USA
Phone (904) 824-5656
Language http://petrosplanning.com/
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Jax Wealth Advisors
5 out of 5
Location 3840 Belfort Rd suite 103, Jacksonville, FL 32216, USA
Phone (904) 296-7526
Language http://www.jaxadvisors.com/
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Retirement Planning in Duval County, FL

About Duval County, FL for Those Planning to Retire

Duval County, located in the northeastern part of Florida, is a bustling hub of activity with a rich history and diverse culture. From the iconic Jacksonville Beach to the historic Riverside neighborhood, there is something for everyone in this vibrant community. Landmarks in Duval County include the Jacksonville Zoo and Gardens, the Cummer Museum of Art and Gardens, and the Jacksonville Landing, a popular shopping and dining destination. The county is also home to several major highways, including I-95, I-10, and US-1, making it easily accessible from anywhere in the state. Top employers in Duval County include the Mayo Clinic, Naval Air Station Jacksonville, and the Duval County Public Schools. The county is also home to several major corporations, such as CSX Corporation and Fidelity National Information Services. Neighborhoods in Duval County range from the historic Springfield district to the upscale San Marco area. Each neighborhood has its own unique character and charm, with a variety of housing options to suit any lifestyle.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Duval County, FL can benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to those who are struggling to make ends meet due to the high cost of living in the area. With the median household income being $54,269, a bank can offer low-interest loans, credit cards, and overdraft protection to help residents manage their finances. Secondly, a bank can offer investment opportunities to residents who want to grow their wealth. Duval County has a thriving business community, and a bank can connect residents with local entrepreneurs who need capital to expand their business. Lastly, a bank can provide financial education to residents who are not well-versed in managing their finances. With the county having a poverty rate of 14.6%, financial education can help residents make informed decisions about their money and avoid financial pitfalls.

Insurance Broker

Residents of Duval County, FL can greatly benefit from the services of an insurance broker. With the county's population of over 950,000 people, it can be overwhelming to navigate the complex world of insurance on their own. An insurance broker can help residents find the best policies to fit their unique needs, whether it be for home, auto, or health insurance. Duval County is also home to several military installations, such as Naval Station Mayport and Naval Air Station Jacksonville, which means many residents may require specialized insurance coverage for their military service. Additionally, with the county's location on the coast, residents may need coverage for natural disasters such as hurricanes or flooding. An insurance broker can help residents understand their options and find the best coverage to protect their assets and loved ones.

Wealth Management

Residents of Duval County, FL can benefit from a wealth manager in a multitude of ways. Firstly, a wealth manager can help them create a personalized financial plan that caters to their specific goals and financial situation. This is particularly important in Duval County, which has a diverse population with varying levels of income and financial needs. Additionally, a wealth manager can provide guidance on tax planning, which can be especially complex in Florida due to its lack of state income tax. Furthermore, a wealth manager can help residents of Duval County navigate the volatile investment market, ensuring that their portfolios are diversified and aligned with their long-term financial goals. Overall, a wealth manager can provide invaluable assistance to the residents of Duval County, helping them to achieve financial stability and security.

Financial Advisor

Residents of Duval County, FL could greatly benefit from the assistance of a financial advisor in a variety of ways. For instance, due to the county's proximity to the Atlantic Ocean, many residents may be interested in investing in the local maritime industry. A financial advisor could provide guidance on the risks and potential rewards of such investments, as well as help residents navigate the complex regulations and tax implications of investing in this industry. Additionally, with Jacksonville being the largest city in the county and a major hub for transportation and logistics, a financial advisor could assist residents in making informed decisions about investing in local businesses and real estate. Furthermore, with the county's diverse population and range of income levels, a financial advisor could help residents with everything from basic budgeting and debt management to more complex financial planning, such as retirement and estate planning. Overall, a knowledgeable and experienced financial advisor could be an invaluable resource for residents of Duval County, FL looking to secure their financial futures.

Mortgage Loan Officer

Residents of Duval County, FL can benefit from the expertise of a mortgage loan officer in numerous ways. For instance, with a population of over 950,000 people, Duval County is the seventh most populous county in Florida. Therefore, a mortgage loan officer can help residents navigate the complex and competitive housing market in the county. Additionally, Duval County is home to several military installations, including Naval Air Station Jacksonville and Mayport Naval Station. As a result, a mortgage loan officer can assist military families in securing VA loans and other financing options that cater to their unique needs. Furthermore, Duval County boasts a diverse economy, with industries ranging from healthcare to logistics. A mortgage loan officer can help residents in these industries secure mortgages that align with their income and financial goals. Overall, a mortgage loan officer is essential in helping residents of Duval County, FL navigate the complex and competitive housing market while securing the best financing options available to them.

Tax Services

Residents of Duval County, FL can benefit from the expertise of a tax advisor in numerous ways. One of the most common ways is by receiving guidance on how to navigate the complex and ever-changing tax laws in the county. With a population of over 900,000, Duval County is home to a diverse group of individuals with varying financial situations. A tax advisor can help residents understand the specific tax implications of their unique circumstances, such as owning a small business or investing in real estate. Additionally, with the recent changes to the tax code, a tax advisor can assist residents in maximizing their deductions and minimizing their tax liability. With the added complexity of state and local taxes in Florida, a tax advisor can provide valuable insights into how residents can optimize their tax strategies to ensure compliance and minimize their tax burden.

Estate Planning Lawyer

Residents of Duval County, FL can benefit greatly from the services of an estate planning lawyer. These legal professionals can assist individuals in creating a comprehensive estate plan that meets their unique needs and ensures that their assets are distributed according to their wishes after their passing. With a population of over 950,000 people, Duval County is home to a diverse community with varying financial and familial situations. An estate planning lawyer can help residents navigate complex tax laws, plan for long-term care, and establish trusts to protect their assets. Additionally, with the high rate of tourism and vacation homes in the area, an estate planning lawyer can assist in creating plans for out-of-state property and ensuring that these assets are properly accounted for in the overall estate plan. The expertise of an estate planning lawyer can provide peace of mind for residents of Duval County, knowing that their legacy and assets are protected for future generations.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Duval County, FL can encompass a wide range of financial and investment strategies. From analyzing current expenses and income to projecting future retirement needs, a retirement planner can help individuals create a personalized plan that meets their unique goals and circumstances. In Duval County, FL, retirement planning services may also include guidance on navigating the complex tax laws of the state, as well as advice on how to maximize Social Security benefits. Additionally, a retirement planner may provide insight into local resources and opportunities for seniors, such as community centers, volunteer organizations, and healthcare providers. With their expertise and knowledge of the local area, a retirement planner in Duval County, FL can help individuals achieve a comfortable and secure retirement.

Duval County, FL is the ultimate destination for retirees seeking the best retirement planners. With its idyllic beaches, warm climate, and vibrant culture, Duval County offers a plethora of opportunities for seniors to enjoy their golden years. What sets Duval County apart from other retirement destinations is its robust financial planning industry. The county is home to some of the most highly skilled and experienced retirement planners in the country. These professionals are well-versed in the intricacies of retirement planning, including Social Security optimization, estate planning, and investment management. They are also adept at navigating the complex tax laws that affect retirees. Whether you are looking to maximize your retirement income or ensure that your assets are passed down to your loved ones, Duval County's retirement planners have the expertise to help you achieve your goals. With their guidance, you can rest assured that you will enjoy a comfortable and secure retirement in one of the most beautiful and welcoming communities in the country.