Find the Best 18 Finance services in Jacksonville, FL (Part 2)

Steven Van Wie This site has the wrong address on it, and it comes up first in a Google Search. The correct address is: 5200 Belfort Road, Suite 410, Jacksonville, FL 32256. Phone number is correct. Can someone please tell us how to get this changed?

Bill Sharp When looking for a financial advisor, you will be well served by Meinrod and Leeper. They have a wonderful staff which are always friendly and helpful. They treat their clients with respect, solid advice and their integrity is above reproach. They care about you and make you feel like you are their only customer. I strongly recommend them.

Richard Devine We are so lucky that we have had Jax Wealth Advisors guide us through the years. A couple of decades. Lee Little, Valarie Heineman and Connor Little have navigated our investments with expert knowledge providing my family with a retirement plan that makes sense. As financial planners they are the best. They have grown to know us through the years and continue to gain our confidence with their solid results in performance. We have always felt secure with the size of Jax Wealth Advisors, large enough for our needs and small enough to know what those needs are. Because of them , me and my wife were able to afford to retire. Not an automatic. ... We are so grateful for Jax Wealth Advisors. Thanks to Jax Wealth Advisors.

Pat Scattolon Ive worked with Merrill Lynch since 2012. They have always been professional, educational, kind, and thorough. They have consistently served me well.

Raborey Bennett Everyone there is professional and know what they are doing.

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!

mark lewis Jon knows his investment strategy to fit the investor.

Jennifer Conner Thrivent is a great company to work with. They have great staff and are amazing to work with!

A.J. Vaughan I reached out to this group in need of some advice and even though we werent the right match, one of the managing partners took the time to talk with me and give me advice and recommendations for other firms that would be a fit. If they treat non-customers like they did me, I am willing to bet they treat customers exceptionally.

Brendan Tate Most of the bad reviews are people that didnt qualify or didnt like the fact that they were given health insurance for free and needed more. This place is wonderful. The staff may come off a bit stern, but they have to be QUICK and they see SO MANY PEOPLE in a single day. They truly are wonderful people that work there, they are just busy! I will say that there can be long wait times (because, again, tons of people), so I HIGHLY SUGGEST setting an appointment for as early as you can get (I believe around 8AM) so you can get in quick.

Daniel OLeary Josh is great to work with. Constant contact between advisor and client, has always been available anytime I ask to talk. Really understands the trends of the market and knows how to uniquely balance risk and diversification within a portfolio. He seems to be a teacher at heart and always strives to explain his choices to his clients to ensure a transparent relationship. Highly recommend!

Kelly Testa I’ve have worked closely with Scott on several transactions, and I can wholeheartedly say that he is one of the best in the business. His creativity and hard work in finding the best solutions for our clients are truly commendable. Not only has he consistently gone above and beyond to ensure a smooth process for his clients but he has also become a trusted friend. If youre looking for a reliable lender who genuinely cares about his clients, I highly recommend Scott!

Patrick Baranack We highly recommend Davis Capital Management. John Murphy, CFP, has been outstanding in all interactions, professional and knowledgeable in helping us meet our investment goals. My wife and I are both retiring at the end of the year and John has established a strategy that makes us very comfortable that we have our money in the right hands. On top of that, John takes the time to explain his thought process and reasoning behind his investment strategy, which is greatly appreciated. We would not hesitate in recommending him to our family and friends.

Matthew Scott Dont believe the gossip about this company. Their reputation on Forbes, BBB, NYSE, AM BEST, etc is excellent. Free financial education and sound principles are what to expect from Primerica.

Denise C We enjoy working with Jason very much. He is professional and considerate and listens to our goals and needs and comes up with great options for us to consider. Jason always has time to listen and answer our questions and is very responsive and quick to get back with us whenever we need to speak with him. His advice has been sound and we look forward to continuing to work with him in the future.

Jose Real I am fairly new to financial planning the customer service, an attention one’s needs are bar none ! Would recommend

Troy McGee I have worked with Jayme for over 20 years and there is no one in the industry with his depth of knowledge, experience and understanding of business as it relates to proper estate planning. I highly recommend Jayme to anyone looking for family, business and estate planning needs. He will always do what is right for you, your family and your business.