Jacksonville Financial Planner - Jacksonville (FL)

Derek Lovett Love me some Rhonda. Great service and knowledge.

Angelstar Colon Me and my husband have been dealing with Elizabeth Lane for years and she is wonderful. She knows everything there is to know about financial planning, stocks, mutual bonds etc. We know we are in great hands when it comes to our money and Elizabeths great knowledge of how to handle it. Thank you for everything. We have been blessed having you as our financial planner. If you are on the fence about having a financial planner go see Elizabeth and you will be happy you did.

Beau Walker Its a pawn shop

April Speck-Ewer Gardners expertise and industry experience put me at ease, but more than anything, it is my confidence in Gardners ability to help craft a personalized plan that takes into account our long term goals. Gardners approach is not plug and play/cookie cutter, but rather, hand crafted for our family. His approach means he takes an extraordinarily generous amount of time with clients to listen deeply and ask thoughtful questions to come up with a personalized and curated strategy that takes into account my familys circumstances, my comfort with risk, etc. I appreciate Gardners patience, good humor, and common sense--he translates what could be complicated concepts into very accessible terms and encourages questions and dialogue. There is a reason he can be selective about taking on new clients-- its because he is one of the best!

robert scanlon The is the most amazing group of individuals I have ever dealt with. Everyone is completely competent, organized. I trust them completely. WAY TO GO!