There are 13 recommended Financial Planners in Jacksonville, FL. Read reviews from people you know to find the best Financial Planner.
I have worked with Mark on a number of qualified plans and what stands out to me is his deep knowledge of financial products and his ability to communicate those concepts to a diverse audience in a very understandable manner. I find him very approachable and dedicated to his clients and business. He provided a number of consultative services to our mutual clients and helped the companies that sponsor qualified retirement plans with technical plan related issues and meeting fiduciary requirements. I have a lot of confidence in Mark and would strongly recommend him to business owners and individuals to help them meet their business & personal needs.See MoreRead Less
She is very knowledgeable and passionate about her work. I feel that she will try to help you do what is right for your circumstances and is more conerned with helping than just teling you whatever she thinks you want to hear to make a sale. I recommend her to anyone who wants someone to look out for thier interests and is sincere in thier endeavors.See MoreRead Less
I taught Joseph Carey in the Second Grade. He was an excellent student. We met again at our Reunion that the students planned about three years. Would you believe that Joseph bought me a beautiful necklace set. To remember me after more than thirty years indicates that he is very special. He must be an excellent Business man.See MoreRead Less
Micah is a great broker. He is taking good care of my investment and give good advise on Help me choose the right one to invest in. He keeps in touch with me to see if i'm pleased on how much i have earned. Keeps me aware of My accounts. I am so bless to have a nice caring broker that helps me out with good advise.See MoreRead Less
Gung ho w/ great ideas.
Tara was our first financial advisor (until she moved from Fla to Ohio). She is terrific!