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Displaying results 1 to 25 of 29

  • 1

    Camarda Financial Advisors, Inc.

    Orange Park, FL (16.71 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $250,000

    **NAPFA Member** We are service driven and believe in providing clear, frequent, caring and thorough client communication. We are an independent, Fee-Only firm that accepts no commissions. NEW CLIENT minimum portfolio size = $250,000...

  • 2

    Minerva Planning Group

    Ponte Vedra Beach, FL (19.48 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    **NAPFA Member** Our mission is to provide our clients financial peace-of-mind as they pursue their life goals. We are a Fee-Only firm with multiple office locations in the SE. Our NEW CLIENT Minimum Portfolio Size = $500,000...

  • 3

    First Financial Advisors, LLC

    1845 Town Center Boulevard
    Orange Park, FL

  • 4

    F & S Asset Management Group, Inc.

    841 Prudential Drive
    Jacksonville, FL

  • 5

    River Capital Advisors, Lc

    1514 Nira Street
    Jacksonville, FL

  • 6

    Riverplace Analytics, LLC

    1301 Riverplace Blvd Suite 2130
    Jacksonville, FL

  • 7

    Riverplace Capital Management Inc

    1301 Riverplace Blvd
    Jacksonville, FL

  • 8

    Collins Capital Management, Inc.

    7077 Bonneval Road, Suite 340
    Jacksonville, FL

  • 9

    Madden Advisory Services, Inc.

    4190 Belfort Road Suite 245
    Jacksonville, FL

  • 10

    Trustwell Financial Advisors, LLC

    8825 Perimeter Park Blvd.
    Jacksonville, FL

  • 11

    Key Financial Group Of Jacksonville, Inc.

    6271 Dupont Station Court
    Jacksonville, FL

  • 12

    Arbor Wealth Management


    Destin, FL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    Come see us for a free consultation when you are in or near Destin, FL. We are a “Fee-Only” Registered Investment Advisory Firm We specialize in portfolio management for high net-worth clients and in retirement planning. Portfolio Min = $500,000.

  • 13

    Vista Financial Advisors, Inc.

    2931 Plummer Cove Road
    Jacksonville, FL

  • 14

    Disciplined Equity Management, Inc.

    11512 Lake Mead Avenue
    Jacksonville, FL

  • 15

    Gunn & Company Investment Management, Inc.

    4887 Belfort Road
    Jacksonville, FL

  • 16

    Paragon Wealth Strategies LLC

    10245 Centurion Parkway North
    Jacksonville, FL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $100,000

    We are an independent, fee-based investment advisory firm committed to achieving superior results for our clientele. Our NEW CLIENT Minimum Portfolio Size = $100,000...

  • 17

    Retirement Strategies, Inc.

    9471 Baymeadows Road
    Jacksonville, FL

  • 18

    Eagle Wealth Management, Inc.

    421 3rd Street North
    Jacksonville Beach, FL

  • 19

    Thornton Wealth Management, LLC

    5190 Canal Blvd.
    Palm Valley, FL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $500,000

    We serve a select group of individuals, trusts, foundations, endowments, and corporate retirement plans located across the country. We take a comprehensive approach to wealth management. Our NEW CLIENT minimum portfolio size = $1,000,000...

  • 20

    Gulfcoast Financial Services, Inc.

    248 NW Marion Avenue
    Lake City, FL

  • 21

    Grove Investments

    213 Marina Drive
    St. Simons Island, GA

  • 22

    Koss-Olinger Consulting, Inc.

    2700-a NW 43rd Street
    Gainesville, FL

  • 23

    Holloway Wealth Management, LLC

    500 NW 43rd Street
    Gainesville, FL

  • 24

    Retiree Investment Advisers, Inc.

    1275 W. Granada Blvd.
    Ormond Beach, FL

  • 25

    Firstrust

    1673 Mason Ave.
    Daytona Beach, FL

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