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Namey Financial Group Inc - Jacksonville (FL)

Address: 🏡 12842 Ellis Island Dr, Jacksonville, FL 32224, USA
Phone : +1 (904) 421-1095
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ9TlZSw_K5YgR8WOSoZjQ38E
#Florida
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NuVenture Financial Group - Jacksonville

Debra Burns I am very pleased with the personalized services offered by this retirement planning group. They are knowledgeable and take the time to get to know you personally and individualize their recommendations based on your goals and wishes. Every encounter at NuVenture Financial makes you feel special and cared for. If you are retired or nearing retirement, I highly recommend Bob Horne and his NuVenture group.
5 /5

Avondale Wealth Advisors Jacksonville - Jacksonville

Jeremy Chase Kristy and Laura are very knowledgeable and easy to deal with on your financial management matters.
5 /5

Hilltop Wealth & Tax Solutions - Fort Myers

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
5 /5

Baum Financial Services - Spring Hill

Cameron Killebrew Amazing services, friendly staff. Very patient and willing to answer all of your questions. Would highly recommend!!
5 /5

Parker Bookkeeping Services, LLC - Crestview

Soni Davis This was our first year with 1099 income. Parker Bookkeeping was able to save us over $6,000 on my taxes by applying the deductions that were not showing on the DIY tax apps. He also set us up for quarterly payments so we will not have the shock we did this year.
5 /5

Estate & Retirement Resources - Ocala

Betsy Woodcock We met with Mike Reilly to create a trust for our family. Mike was great to work with as he is very knowledgeable and low pressure. Never once did he encourage us to do something we might be uncomfortable with. Both my husband and I could not be more pleased with Mike Reilly and his office staff. We recommend him highly if you are interested in updating your wishes!
5 /5