Heritage Financial Advisory - Jacksonville (FL)

Kevin Parziale Natalia is amazing! Anytime I ever come back into this store I’m only going to use her and so should you! She went above and beyond to help and made me feel like I was family and not just a customer. Thank you so much!

Lamarche Gage Damaris has done my taxes for the past 3years. DAS is very knowledgeable about personal and business and always provides what’s in my best interest. She is very thorough and always gets the job done in a timely manner.

Dori Haggerty Elevate Financial Planning & Wealth Management offers knowledgeable, personalized financial guidance with a clear focus on client long-term goals. Chris is responsive, trustworthy, and committed to ensuring we feel confident about our financial future. I highly recommend them for anyone seeking thoughtful and professional financial planning!

Daniel Billmeyer Bill was prepared to discuss all the new tax changes for seniors and strategies to prepare us for the future, moving funds into ROTH accounts now dependent on our previous years tax returns

Jaylynn Robinson Came into Florida credit union today with a bunches of questions and Mrs. Brooklyn book has been amazing to me and not only helped me with all my crazy questions she has also got me into a vehicle, I want to give her a big shout out for being very patient,funny,and friendly with me during this process ! And if you guys need any loans or help with finances get with Mrs. Brooklyn book

Celine Parot My husband and I have met with Anthony several times and to say we are impressed, is an understatement. He is beyond passionate about what he does and was very patient to answer every question my husband had. My husband is difficult to impress since he has been investing his own money for many years. We think Anthony was professional and put us at ease. We are excited about working with him!