Keywords: establishment,finance,point_of_interest

First Coast Group - Thrivent Financial - Jacksonville (FL)

Address: 🏡 4887 Belfort Rd Suite 109, Jacksonville, FL 32256
Phone : +1 (904) 559-8171

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ0WxBNPfL5YgRVSpJcB-XhxI

Others Near Jacksonville,FL

TOAMS Financial - Jacksonville
Denise Wright: TOAMS is the best. They are professional and they let you know how your money is invested. They will walk you through anything that you do not know. They provide you with links on different topics and they are always willing to assist you. I just love this financial business. Call them and see for yourself.
Team N&L Wealth Builders - Jacksonville
frieda romanchuk: N&L Wealth Builders: Nick and his super staff are about the client’s needs first. Since becoming clients about a year ago, we have attended various ‘client functions. Nick does some educational reviews and updates, we socialize with other clients, and we have some fabulous meals. Sometimes we drop by the office for reasons other than an appointment with Nick. We are recognized immediately upon entering the office by the staff. If Nick doesn’t have an appointment at the time, he comes out to say “Hi!” The office location is convenient to where we live AND we have options depending upon JAX interstate conditions! The ‘client events’ are at various locations so we attend the ones that again are most convenient. Nick is well worth listening to.
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Heritage Financial & Fiduciary Services - Jacksonville
Teri Coutu: Heritage offers quality services in a friendly manner. I highly recommend their specialized financial and fiduciary services!
Primerica Financial Services - Jacksonville
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.
Wells Fargo Advisors - Jacksonville
S S: I have the best Financial Advisor in the city! Highly ethical and a true money manager. When he moved to Wells from a different firm, approximately 95% of his clients moved with him. This in itself is a true testament to his, experience, knowledge, ability and character.
Pool Financial Group - Jacksonville
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!
Life Planning Partners - Jacksonville
Stephen Kirk: Choosing Life Planning Partners was the single best decision I ever made. For less than half of what most strictly "financial advisors" charge, LPP does this in addition to long term healthcare planning, tax planning, cash flow planning/analysis, insurance reviews, assistance with estate planning, etc; LPP is essentially a "full service" lifelong planning resource with full knowledge of aforementioned services. They have fully and completely researched investments depending on your risk tolerance level and have provided me instant answers to my frequent inquiries. LPP has earned my trust and allowed me to "take the worry away and enjoy life". They are more than a bargain for the myriad of services provided!
Genesis Financial Partners - Jacksonville
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