Alpha Wealth Group - Jacksonville (FL)

5 /5 Cameron Amend: Jordan Lacy has been incredibly helpful in simplifying my finances and guiding me toward my goals, while teaching me along the way. He is professional, knowledgeable, and always make me feel confident in the decisions we make. Highly recommend his services!

5 /5 Jordan Fury: I’ve had the pleasure of working with Jordan Lacy as my financial advisor, and I couldn’t be more satisfied with the experience. From the start, Jordan took the time to understand my financial goals, offering clear and practical advice that was tailored to my situation. His approach is always professional, yet personable, and I truly appreciate how patient and thorough he is in explaining complex financial concepts. Jordan has helped me feel more confident about my financial future, and I’ve already seen positive results from his guidance. If you’re looking for a knowledgeable, trustworthy advisor, I highly recommend Alpha Wealth Group.

5 /5 Sophia Moise: I recently had the opportunity to talk to Jordan about my financial planning, specifically how to maximize the growth potential of my retirement accounts and stock options through the company I work for—and I genuinely walked away feeling more confident and informed about my financial future. What really stood out to me was Jordan’s ability to break everything down visually. As someone who learns best through diagrams, graphs, and step-by-step visuals, this made a huge difference. He didn’t just talk at me with jargon or general advice—instead, he took the time to explain each section clearly. Highly recommend Alpha Wealth Group!

5 /5 Nick Alvaro: Jordan did a fantastic job walking me through my financial plan and answering all of my questions. He took the time to explain my stock options in detail and is actively helping me build a strategy to reach my long-term goals. I highly recommend Jordan to anyone looking for a knowledgeable and trustworthy financial planner.

5 /5 Rick Spahn: I cannot speak highly enough about Jordan Lacy and the outstanding financial guidance he provides. From the moment I began working with Jordan, it was clear that he genuinely cares about his clients and their financial well-being. He takes the time to listen, understand individual goals, and create tailored strategies that align with both short-term and long-term financial objectives. What sets Jordan apart is his deep knowledge of the financial landscape and his ability to explain complex concepts in a way that’s easy to understand. Whether it’s investment planning, retirement strategies, or wealth management, he provides expert insights and sound advice that instill confidence in every financial decision. Jordan is professional, responsive, and truly dedicated to helping his clients achieve financial success. His integrity and transparency make him a trusted advisor who always puts his clients’ best interests first. If youre looking for a knowledgeable, reliable, and results-driven financial advisor, I wholeheartedly recommend Jordan Lacy. Thank you, Jordan, for your incredible guidance and unwavering support!