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Financial Planners in Jacksonville, Florida

There are 13 recommended Financial Planners in Jacksonville, FL. Read reviews from people you know to find the best Financial Planner.

Review by Lynette Mutter

Rudy, it was great meeting you when you spoke in Lynchburg. I think you have the brains, feel you have the compassion, and I hope you have the energy to pull these grand plans off! God willing, I'll be backing you all the way...See MoreRead Less

Review by Phillip Jones

Scott Roberts is a phenomenal person. He's always learning to stay ahead of the curve for his customers. He's honest and hard working. Don't think twice about doing business with Scott!See MoreRead Less

Review by Michael Powell, APR

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

Review by Amoreena Dahdah

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

Review by Loretta Hill

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

Review by Cynthy Matulas

I have had the pleasure of knowing Micah-El Free for a number of years. He is a credible source with passion and insight. His determination and strong work ethic is seen in every aspect of his life. I am proud to endorse his business and recommend him.See MoreRead Less

Review by Josephine Stanfill

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

Review by Shannon Bolan

Pam is not a financial advisor that looks at numbers to help plan your financial future. She looks at you, your hopes and dreams, the future you desire and plans with you to achieve it. She has been a professional and a friend and we have complete peace of mind in her guidance.See MoreRead Less

Review by Vern Mehr

Gung ho w/ great ideas.

Review by Joyce Conser

Tara was our first financial advisor (until she moved from Fla to Ohio). She is terrific!