Jacksonville, FL23 financial planners near you

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Jacksonville Financial Planners

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

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

Vicki & her team have done an excellent job getting us up and running with quickbooks & preparing financial statements. Will continue to work with her office. Highly recommend.

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

Robert was very thorough. He gave great advice and completed my tax return while I waited.Will definitely use his services for my future tax needs.e

A Class Tax Solutions
from 3 reviews
  • 7 years in business
  • 9 hires on Thumbtack
Shond G.
Verified review

I needed to file a quarterly tax return. Chantel and Renata were both professional and warm, with positive energy. Renata quickly and efficiently filed my quarterly taxes and Chantell anticipated the needs of my growing business and provided workable and affordable solutions. I came in to get a filing done and left with an accountant for my growing business! I highly recommend !

  • 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.

Strategic Bundles LLC
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.


We offer the following services: * Credit Counseling Service * Financial Planning * Tax Preparation Service * FICO Optimization * Credit Improvement

  • 9 years in business

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


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.


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

  • 10 years in business

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!


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.


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.


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.


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.


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.


Business plan for online business and startups and SMEs


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

  • 8 years in business

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!

  • 29 years in business

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


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.

  • 11 years in business

We provide a type of life insurance that allows people to retire tax free (not just deferred). We also specialize in helping people use their life insurance to not just provide funds to their family when they die, but protect themselves financially by being able to tap into their own death benefit when they have a heart attack, stroke, or have a bad accidents. This pays in a lump sum to allow them to deal with the costs related to these events.

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