Best Financial Advisors in Duval County, FL

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List of Firms

Duval County, FL Fiduciary Financial Advisors

SEC File# 801-118162
CRD# 149014
5 out of 5
Location 4788 Hodges Blvd # 201, Jacksonville, FL 32224, USA
Phone (904) 223-0510
Directions
SEC File# 801-120427
CRD# 309312
Location 8075 Gate Pkwy W #101, Jacksonville, FL 32216, USA
Phone (904) 923-7526
Directions
SEC File# 801-64178
CRD# 133706
Location 5011 Gate Pkwy #300, Jacksonville, FL 32256, USA
Phone (904) 398-2075
Directions
SEC File# 801-120250
CRD# 108426
5 out of 5
Location 8825 Perimeter Park Blvd #304, Jacksonville, FL 32216, USA
Phone (904) 996-7800
Directions
Morgan Stanley Financial Advisors
Location 50 N Laura St Ste 2000, Jacksonville, FL 32202, USA
Phone (904) 632-0200
Directions
S & H Investments
Location 5047 Cape Elizabeth Ct W, Jacksonville, FL 32277, USA
Phone (904) 551-7340
Directions
Hubbard Financial Planners
5 out of 5
Location 4040 Woodcock Dr # 205, Jacksonville, FL 32207, USA
Phone (904) 399-8883
Directions
369 Financial | Jacksonville Financial Advisors
5 out of 5
Location 9424 Baymeadows Rd Unit 250, Jacksonville, FL 32256, USA
Phone (904) 513-8000
Directions
David Fox - Financial Advisor, Ameriprise Financial Services, LLC
Location 6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, USA
Phone (904) 421-7555
Directions
David N Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC
4 out of 5
Location 4601 Touchton Rd Ste 3120, Jacksonville, FL 32246, USA
Phone (904) 339-0015
Directions
Jim Dickert - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10175 Fortune Pkwy Ste 204, Jacksonville, FL 32256, USA
Phone (904) 519-0551
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
Directions
Jax Wealth Advisors
5 out of 5
Location 3840 Belfort Rd suite 103, Jacksonville, FL 32216, USA
Phone (904) 296-7526
Directions
Florida Financial Advisors
5 out of 5
Location 100 N Laura St # 802, Jacksonville, FL 32202, USA
Phone (904) 371-4435
Directions
First Command Financial Advisor - David Mainster
Location 320 1st St N Suite 601, Jacksonville Beach, FL 32250, USA
Phone (904) 246-8011
Directions
Brian Chappell, CRPS - UBS Financial Services Inc.
Location 1 Independent Dr 30th Floor, Jacksonville, FL 32202, USA
Phone (904) 358-4105
Directions
Waddell & Reed, Inc. - Financial Advisors
Location 4600 Touchton Rd, Jacksonville, FL 32246, USA
Phone (904) 448-2743
Directions
Brad Huntley - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10161 Centurion Pkwy N Ste 105, Jacksonville, FL 32256, USA
Phone (904) 801-1670
Directions
Huntley and Gonzalez Wealth Management Group - Ameriprise Financial Services
SEC File# 801-28543
CRD# 6363
Location 10161 Centurion Pkwy N Ste 105, Jacksonville, FL 32256, USA
Phone (904) 801-1670
Directions
Cory Driscoll - Raymond James
Location 8825 Perimeter Park Blvd, Jacksonville, FL 32216, USA
Phone (904) 620-9906
Directions
Matthew Mc Cullough - Financial Advisor, Ameriprise Financial Services, LLC
Location 4651 Salisbury Rd #275, Jacksonville, FL 32256, USA
Phone (904) 296-1613
Directions
Financial Advisors in Duval County, FL

Where Certified Financial Advisors in Duval County, FL Serve

Duval County, FL is a vibrant and diverse community nestled in the northeast corner of the Sunshine State. From the stunning beaches of Jacksonville Beach to the bustling downtown area, Duval County has something for everyone. Landmarks such as the Jacksonville Zoo and Gardens and the Cummer Museum of Art and Gardens offer residents and visitors alike a chance to experience the rich history and culture of the area. Top employers in the region include the Mayo Clinic, Naval Air Station Jacksonville, and Baptist Health. Major highways and streets, such as I-95 and Beach Boulevard, provide easy access to all parts of the county. Neighborhoods like San Marco and Riverside offer a mix of historic charm and modern amenities, while the beaches area is a popular destination for tourists and locals alike. With so much to see and do in Duval County, it's no wonder it's such a popular place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Duval County, FL could benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways is by helping them develop a personalized financial plan that takes into account their unique circumstances and goals. This could include creating a budget, setting up a retirement savings plan, or developing a strategy for paying off debt. Additionally, a financial advisor could provide education and guidance on investing in the local economy, which is a key driver of growth in Duval County. With its diverse industries and thriving tourism sector, there are many opportunities for residents to invest in the local economy and support the community. A financial advisor can help residents navigate these options and make informed decisions that align with their financial goals.

Insurance Broker

Residents of Duval County, FL can benefit greatly from the services of an insurance broker. With a population of over 950,000 people, Duval County is the seventh most populous county in Florida. This means that there are a lot of options when it comes to insurance providers, and it can be overwhelming to navigate through them all. An insurance broker can help residents of Duval County find the best insurance policies for their needs, whether they are looking for health insurance, auto insurance, or homeowner's insurance. Additionally, with the high risk of hurricanes and flooding in the area, an insurance broker can help residents make sure they are properly covered for these types of natural disasters. By working with an insurance broker, residents of Duval County can have peace of mind knowing that they have the right insurance coverage in place to protect themselves and their assets.

Retirement Planning

Residents of Duval County, FL can benefit greatly from the services of a retirement planner. With a population of over 950,000 people, many of whom are nearing retirement age, a retirement planner can help individuals navigate the complex world of retirement planning. Specifically, Duval County has a large military population due to the presence of the Naval Air Station Jacksonville and other military installations. Retirement planners can assist military personnel and their families in understanding their unique retirement benefits and how to maximize them. Additionally, with the county's proximity to the Atlantic Ocean and St. Johns River, a retirement planner can help residents plan for potential natural disasters and ensure their financial stability in the aftermath. Overall, a retirement planner can provide peace of mind and a clear path towards a comfortable retirement for residents of Duval County, FL.

Wealth Management

Residents of Duval County, FL can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can help them to develop a comprehensive financial plan that takes into account their long-term goals and objectives. This can include strategies for saving for retirement, paying off debt, and investing in the stock market. Additionally, a wealth manager can provide guidance on tax planning and estate planning, which can help residents to minimize their tax liabilities and ensure that their assets are distributed according to their wishes. One specific challenge that residents of Duval County face is the high cost of living, particularly when it comes to housing. A wealth manager can help them to navigate this challenge by developing a plan for saving for a down payment on a home or exploring other options for affordable housing. Overall, a wealth manager can be a valuable resource for residents of Duval County who want to achieve financial stability and security.

Mortgage Loan Officer

Residents of Duval County, FL can benefit greatly from the expertise of a mortgage loan officer. With the high cost of living and a median home price of $220,000, many residents may struggle to secure a mortgage on their own. A mortgage loan officer can help guide residents through the complex process of obtaining a mortgage, from pre-approval to closing. They can also offer advice on the different types of mortgages available, such as fixed-rate or adjustable-rate, and help residents choose the best option for their unique situation. Additionally, with the recent surge in home prices in Duval County, a mortgage loan officer can assist residents in finding the most affordable mortgage rates and terms, ultimately saving them money in the long run.

Tax Services

Residents of Duval County, FL can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist is by helping residents navigate the complex tax laws and regulations specific to Florida. For example, Duval County has a local option sales tax that can vary depending on the city or municipality. A tax advisor can help residents understand how this tax affects their purchases and how to properly report it on their tax returns. Additionally, a tax advisor can provide guidance on tax deductions and credits that are unique to Florida, such as the Florida Homestead Exemption. By working with a tax advisor, residents of Duval County can ensure they are maximizing their tax savings and avoiding potential penalties.

Estate Planning Lawyer

Residents of Duval County, FL can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Duval County is by creating a comprehensive estate plan that takes into account the unique laws and regulations of the state of Florida. For example, Florida has specific laws regarding homestead property and Medicaid planning, which an estate planning lawyer can navigate to ensure that residents' assets are protected and distributed according to their wishes. Additionally, an estate planning lawyer can help residents of Duval County with creating wills, trusts, and other documents that can provide peace of mind and security for themselves and their loved ones. Overall, an estate planning lawyer can provide invaluable guidance and support for residents of Duval County as they navigate the complex and often confusing world of estate planning.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Duval County, FL