Jacksonville Beach, FL23 Financial Advisors near you

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Jacksonville Beach Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Jacksonville Beach.

Top Pro
Vicki Middlekauff CMA, PA
5.0
from 17 reviews
  • 12 years in business
  • 20 hires on Thumbtack
  • Top Pro on Thumbtack
Toni H.
Verified review

Vicki was on punctual, and professional. She explain everything in detail and answer all my questions. The service was quick and I would recommend her services to others.

Robert M. Thaggard, CPA
4.8
from 4 reviews
  • 36 years in business
  • 8 hires on Thumbtack
Donald M.
Verified review

Facing an unusually complicated tax season, I elected to use the services of a professional, Robert Thaggard, CPA. He did not disappoint. His diligent efforts resulted in my receiving the refund I expected.

A Class Tax Solutions
5.0
from 3 reviews
  • 7 years in business
  • 9 hires on Thumbtack
Deborah M.
Verified review

Chantelle was a pleasure to work with and very professional. She responded to all my email questions within an hour and I hired her for my business taxes and our personal tax filing. Chantelle was extremely knowledgeable with all aspects of the business and personal taxes. She covered items that I didn't even think of as a business expense. Chantelle will be reviewing our taxes from 2015 because I missed a few items with the business and she caught it. I highly recommend Chantelle and I will continue a working relationship with her to review the business taxes quarterly and then our yearly taxes. As my business grows I will be using Chantelle's Services more.

  • 2 years in business
Tom S.
Verified review

Mellen Money has always taken great care of us and we trust his knowledge and advice. He is able to explain complex terms to us which is great. As an independent, Mellen Money is able to offer more, better, and diversified stock than bigger companies which is great. Mellen Money makes it also very easy to do business with, having many online tools to collaborate. Even being remote, we are able to work together well, thanks to technology. Mellen Money has helped us achieve our financial goals and is keeping us on track. I highly recommend Mellen Money and have already recommended them to family members.

Principal Financial Group
4.0
from 1 review
  • 110 years in business
  • 1 hire on Thumbtack
About

My purpose is to provide the highest quality professional service to my clients and to make each client feel as though they are the most important. Toward this end, I will strive to position my clients and myself so their expectations are exceeded and to create an environment where our integrity is well beyond reproach.

Strategic Bundles LLC
4.0
from 1 review
  • 11 years in business
Elden B.
Verified review

Ed Colvin has been our financial advisor for over 20 years. His honesty, professionalism, product knowledge and personal attention to client needs and goals is commendable.

About

A local financial planner in Jacksonville, Florida is ready to help you reach your goals. People are living in difficult economic situations, which makes it hard for them to effectively manage their finances as required. This keeps them from trying to save money, because they don't understand the financial possibilities. In today's economic times and choices, who could? This is where the need for a financial planner in Jacksonville becomes important. This is a monetary professional who offers essential guidance to help any person who is unable to manage his or her funds effectively to be in a position to do so. However, there are some vital factors that you need to consider when hiring this type of financial professional. These factors include the following: * Professional Education * Experience * Official Accreditation * Cost * Good Investment Advice

About

Located in Fernandina Beach, Florida (Jacksonville metro area), A1A Wealth Management is a small business consulting and an independent financial planning firm . We offer personalized investment management and financial advice for a few individuals, families and business owners, helping them perpetuate, preserve, and protect their wealth by consolidating their finances, so they can spend less time constrained by financial details and more time doing what they love. As certified financial planner practitioners, our firm is dedicated to giving prudent, financial strategies and unbiased advice that place the client's needs ahead of our own. To minimize the inherent conflicts of interest that may arise from commission-only transactions, our comprehensive planning approach offers fee-only or fee-based advice whenever appropriate and practical for our clients. Our services include: comprehensive financial planning, investment management, small-business financing and consulting, risk management, estate planning, and more.

  • 10 years in business
About

Your well-being in this country is our number-one priority. That's why here at Zorro, we strive to do the best that we can to properly orientate you regarding any financial issue or problem that you may be going through and answer any question that you may have. We offer tax prep services, legal document translations, money transfers, check cashing, faxing, bill pays, and many more convenient services!

About

Family 1st Financial provides our customers with the services needed to create a solid financial foundation. These services include: * Credit Improvement * FICO Optimization * Pre-Financial Planning * Tax Preparation

About

Waddell & Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.

About

At Ullmann Financial, we can handle the most important areas of your life, such as investment management, college planning, estate preservation, and tax planning. By relying on us to monitor your plan, you can focus on your family, your career, your hobbies and any other facets of your life that your financial plan supports. Ullmann Financial is a registered investment advisor located in Ponte Vedra Beach, FL. Through the delivery of our unique process, the Abundant Lifestyle Approach, we help you journey from the strengths you have today, offering a bridge over any dangers, in order to reach the opportunities you seek for yourself and your family.

About

Business plan for online business and startups and SMEs

About

I care about my clients and tailor plans for their specific financial needs I will never charge my clients for recommending products. I want my clients to feel confident and secure following their path without worrying about running out of money.

  • 8 years in business
About

I assist people to increase their cash flow, get out of debt, and build net worth. In addition, I help businesses with capital financing and business to business debt mediation on a "no success, no fee" basis. Whether you are an individual, couple, or business, I can help you with your money and debt challenges. Think about how enjoyable it would be to not have any money worries!

About

Do you want a different approach to financial consultation? We specialize in simple, easy-to-understand financial solutions for today's unique economic environment. Listening to your story and sharing ideas help us build a plan to work together. Whether it's retirement or risk management planning for a business owner, or you've done it by yourself to this point and now need a little help, or maybe you're someone who has tried the traditional route of listening to an "advisor" and believe that your ideas actually hold some merit and weight, if any of these describe your situation or using the internet for advise doesn't seem to be the way to go, then we very well could be a good fit for each other.

About

The Associate(s) Consortium, LLC is a financial, entrepreneruial, and professional services company dedicated to providing products and services that meet the needs of individuals, families and small businesses. We are a partnership of industry sectors that are specifically paired to meet niche markets with regards to specialized needs. Through our model, the company aims to bring client/customer needs and solutions together, linking them with our partners in a synergy fashion, resulting in optimal outcomes. As a company, we are committed students to the sectors we serve to study all products and services that are approved within our business sectors. We will always search for those financial, business, and professional products and services that will best serve the needs and objectives of our clients and customers.

  • 29 years in business
About

Credentialed financial advisor affiliated with largest off Wall Street independent firm . Certified Financial Planner (tm)

About

I help clients plan major financial planning and transactions. I perform QuickBooks entries, closing, financial statements, special reports, cost studies, feasibilities, etc. I have lots of business experience.

About

We handle employee benefits, investment planning, education funding, and insurance planning.

  • 9 years in business
About

We provide numerous articles, social outlets and sponsor community events, workshops and little league teams.

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