First Coast Financial Group - Jacksonville (FL)

justin nichols Connie is great to work with on our taxes and really simplifies the process! I feel that the price for our taxes was also less than the last year or two, which is a relief in these times. Finally, we already work with Keith regarding our investments, its just nice to go to the same office and get the same great service in other areas of our finances. I rate Capstone 10/10 for putting their clients first! Justin Nichols

Ramona Richardson Always up to date information available to Any client anytime Terrific Health share advice always caring / compassionate .

Jim Barnes Worst experience of my life working with this company and Jonathan Hunt financial advisor. I had 200k in investments and Life insurance and this company did everything they could not to give me my money that I requested also they broke my Privacy act and disclosed info to and ex wife that broke my confidentiality act as well...stay away from them. I would not recommend them at all. Still dealing with this nightmare.

James Redd Dan and Lori have been a blessing. They helped my grandparents get $100,000+ in additional social security benefits and then worked their assets around to allow them to both retire within the month. And there is no hidden fee. Thank you, Dan & Lori!!!!

Ashley Fralick I was really in a bind and Patrick drea and Kat were so helpful and understanding and helped me with quickness and empathy absolutely recommended and they have a great selection

CASEY H. Coming up on retirement can be a stressful planning event for a couple. Tyler has been steering us through it with masterful precision. He skillfully reassured my wife that all will be well while also helping me get all our affairs in order. Rest assured, Tyler can and will give you the same sound advice, whether you are a young couple just starting out or a seasoned pair wanting to begin enjoying retired life.

Gerard Kelly I have been a client for the past decade, very respectful and responsive. I also appreciate that they turned me on to the wealth tracker app, very user friendly. I will be sticking with these guys for a while

K. T. Great location! Tanisha was professional, friendly and caring throughout the entire quick process. I really appreciate the great service! Free Money Orders- cant beat that!