florida Date: 09-25-2025

Top 15 Financial Advisors in Jacksonville, FL

Financial AdvisorAddress
1Kastelz Wealth Management1301 Riverplace Blvd Suite 2544, Jacksonville, FL 32207
2OneMain Financial1300 Riverplace Blvd Suite 615, Jacksonville, FL 32207
3Jacksonville Wealth Management8075 Gate Pkwy W STE 101, Jacksonville, FL 32216
4TrustWell Financial Advisors8825 Perimeter Park Blvd STE 304, Jacksonville, FL 32216
5Financial Solution Advisors4350 Pablo Professional Ct, Jacksonville, FL 32224
6Riverside Financial Group9428 Baymeadows Rd, Jacksonville, FL 32256
7NuVenture Financial Group13241 Bartram Park Blvd Bldg 900, Suite 913, Jacksonville, FL 32258
8Redemption Financial Solutions LLC5210 Belfort Rd Suite 200-225, Jacksonville, FL 32256
9OneMain Financial3980 Southside Blvd #205, Jacksonville, FL 32216
10World Financial Group Inc.8081 Philips Hwy UNIT 22, Jacksonville, FL 32256
11First Florida Financial13400 Sutton Park Dr S Suite 1502, Jacksonville, FL 32224
12Florida Financial Advisors1 Independent Dr #201, Jacksonville, FL 32202
13Jax Wealth Advisors3840 Belfort Rd suite 103, Jacksonville, FL 32216
14Meinrod & Leeper Wealth Management of Raymond James9822 Tapestry Park Circle STE 202, Jacksonville, FL 32246
15Fresh Start Financial Inc1840 Southside Blvd, Jacksonville, FL 32216

1.Kastelz Wealth Management

Address: 1301 Riverplace Blvd Suite 2544, Jacksonville, FL 32207

images Kastelz Wealth Management

(9) user ratings total:

Daniel Tredinnick I’ve been a friend and a client of Bill Kastelz for over 20 and I couldn’t recommend anyone better than him.
5 /5

2.OneMain Financial

Address: 1300 Riverplace Blvd Suite 615, Jacksonville, FL 32207

(82) user ratings total:

Evelyn Norris Mary Blackburn was as professional and efficient as usual. I made a call one day, and was approved and received funds into my account the next day. Thank you to the whole Normandy One main team. I always feel welcome and comfortable there. Great team
5 /5

3.Jacksonville Wealth Management

Address: 8075 Gate Pkwy W STE 101, Jacksonville, FL 32216

(8) user ratings total:

Katherine Paradise I would like to give Jacksonville Wealth Management a shout out. This team of professionals have exceeded my expectations. They have walked me through the process of investing in a very patient and professional manner. It feels great to have a team like this customizing my plans and insuring I have a great future ! I have had some poor experiences in my past and feel blessed to be part of this organization. I hope this helps you trust your investments with JAXWEALTH !!!
5 /5

4.TrustWell Financial Advisors

Address: 8825 Perimeter Park Blvd STE 304, Jacksonville, FL 32216

(8) user ratings total:

Lana Peters TrustWell equals peace of mind. Partnering with TrustWell to help manage and optimize our financial investments in our retirement years has proven to be a smart decision...and valued blessing. The TrustWell Team, especially advisors Bradley and Brett, go above and beyond - customizing and monitoring all aspects of our financial well-being...always, with our best interest at the forefront. At the core, we trust and value the expertise, experience and integrity of TrustWell and its advisors, especially as a faith-oriented team. We whole-heartedly recommend TrustWell.
5 /5

5.Financial Solution Advisors

Address: 4350 Pablo Professional Ct, Jacksonville, FL 32224

(72) user ratings total:

Major Concrete The staff at Financial Solution Advisors are the standard for professionalism and competency. We have trusted them for years and have always experienced excellent financial services accompanied with a great attitude.
5 /5

6.Riverside Financial Group

Address: 9428 Baymeadows Rd, Jacksonville, FL 32256

(7) user ratings total:

Lisa Lynch Jeff is an excellent insurance source
5 /5

7.NuVenture Financial Group

Address: 13241 Bartram Park Blvd Bldg 900, Suite 913, Jacksonville, FL 32258

(65) user ratings total:

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

8.Redemption Financial Solutions LLC

Address: 5210 Belfort Rd Suite 200-225, Jacksonville, FL 32256

(64) user ratings total:

Maggie Hendricks Redemption has been a true blessing to me! Im able to live stress free knowing my debt is being taken care of with affordability. The staff is so nice and such a blessing. God make a way through them!!
5 /5

9.OneMain Financial

Address: 3980 Southside Blvd #205, Jacksonville, FL 32216

(60) user ratings total:

Amanda I cant say enough good things about Ms. Ruth! Her customer service is top notch; professional, knowledgeable, and kind! Its truly been a pleasure during a hard time in my life. If you need a loan, I highly recommend this location because they take great care of you!
5 /5

10.World Financial Group Inc.

Address: 8081 Philips Hwy UNIT 22, Jacksonville, FL 32256

(5) user ratings total:

Matthew Noel Continuously learning about different investment types/vehicles and understanding the importance of investing in different products early on in life to secure a better future. The professionals working here strive to get the best results at a low/reasonable price.
5 /5

11.First Florida Financial

Address: 13400 Sutton Park Dr S Suite 1502, Jacksonville, FL 32224

(49) user ratings total:

Amarilys Victoria I would like to acknowledge the exceptional service I received from First Florida Financial. I am very thankful for Brandon Sheasleys knowledge in the field and his professional and responsive assistance during the entire mortgage process. He made himself available to me at any time of the day - even calling me within minutes after I sent him a text message as he took into account my variable work schedule. Brandon consistently went above and beyond to ensure all my needs were met and everything was handled thoroughly and efficiently. I will continue to recommend Brandon in the future.
5 /5

12.Florida Financial Advisors

Address: 1 Independent Dr #201, Jacksonville, FL 32202

(45) user ratings total:

Tyler V Tomaras Chris Hunt has been great. He has given me wonderful financial advice and I have seen a significant return on my retirement accounts. I now can actually see myself with a comfortable retirement in my future. Thanks Chris
5 /5

13.Jax Wealth Advisors

Address: 3840 Belfort Rd suite 103, Jacksonville, FL 32216

(4) user ratings total:

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.
5 /5

14.Meinrod & Leeper Wealth Management of Raymond James

Address: 9822 Tapestry Park Circle STE 202, Jacksonville, FL 32246

(4) user ratings total:

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.
5 /5

15.Fresh Start Financial Inc

Address: 1840 Southside Blvd, Jacksonville, FL 32216

(4) user ratings total:

Raborey Bennett Everyone there is professional and know what they are doing.
5 /5