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Financial Planning in Jacksonville

Dark Horse CPAs

Dark Horse CPAs Verified by Uberall

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Dark Horse CPAs in Jacksonville, FL delivers personalized tax and accounting solutions tailored for small businesses and individuals. Our full range of integrated solutions includes strategic tax planning, preparation, filing, personalized bookkeeping, outsourced accounting, fractional CFO services, and Private Wealth and financial planning. A leading CPA firm since 2022, we partner one-on-one with you to create smart tax strategies, financial... Read More about Dark Horse CPAs

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Wealth Enhancement Group

Wealth Enhancement Group Verified by Uberall

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10751 Deerwood Park Boulevard, Jacksonville, FL

904-600-5920

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Wealth Enhancement Group

Wealth Enhancement Group Verified by Uberall

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10751 Deerwood Park Boulevard, Jacksonville, FL

The Jacksonville FL team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private... Read More about Wealth Enhancement Group

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Cogent Bank Jacksonville

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5011 Gate Parkway Building 100, Jacksonville, FL

904-274-8880

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Responsive. Committed. Innovative.

Cogent Bank Jacksonville

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5011 Gate Parkway Building 100, Jacksonville, FL

Responsive. Committed. Innovative.

Cogent Bank proudly serves Jacksonville businesses and residents with personalized financial solutions designed to support growth throughout Northeast Florida. Conveniently located near Southside Jacksonville, our experienced bankers offer commercial lending, business banking, treasury management, private banking, residential lending, and deposit products tailored to your goals. With local decision-making and a relationship-focused approach, Cogent Bank helps Jacksonville businesses and individuals navigate... Read More about Cogent Bank Jacksonville

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Marandino & Associates - Ameriprise Financial Services, LLC

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6817 Southpoint Pkwy, Jacksonville, FL

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At Marandino & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Jacksonville, FL area to... Read More about Marandino & Associates - Ameriprise Financial Services, LLC

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Terrance Ray - Thrivent

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11448 Johnson Creek Circle, Jacksonville, FL

904-252-2918

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Terrance Ray - Thrivent

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11448 Johnson Creek Circle, Jacksonville, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Terrance Ray is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Jacksonville, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Terrance Ray - Thrivent

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Michael McCranie - Financial Advisor, Ameriprise Financial Services, LLC

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6817 Southpoint Pkwy, Jacksonville, FL

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Jacksonville, FL area, Michael McCranie will take the time to understand you and your goals, as well as those changing... Read More about Michael McCranie - Financial Advisor, Ameriprise Financial Services, LLC

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First Command Financial Advisor - Jerry Day

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590 Wells Road, Orange Park, FL

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Jerry Day

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Equitable Advisors

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One Enterprise Center, 225 Water St, Jacksonville, FL

904-353-5611

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Equitable Advisors

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One Enterprise Center, 225 Water St, Jacksonville, FL

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

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Fifth Third Private Bank - Patrick Macabasco

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225 Water Street, Jacksonville, FL

904-899-8273

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Fifth Third Private Bank - Patrick Macabasco

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225 Water Street, Jacksonville, FL

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have... Read More about Fifth Third Private Bank - Patrick Macabasco

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Abby Santiago - Financial Advisor, Ameriprise Financial Services, LLC

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1555 Kingsley Ave, Orange Park, FL

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orange Park, FL area, Abby Santiago will take the time to understand you and your goals, as well as those... Read More about Abby Santiago - Financial Advisor, Ameriprise Financial Services, LLC

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Hilary Bracken - Financial Advisor, Ameriprise Financial Services, LLC

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6817 Southpoint Pkwy, Jacksonville, FL

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Jacksonville, FL area, Hilary Bracken will take the time to understand you and your goals, as well as those changing... Read More about Hilary Bracken - Financial Advisor, Ameriprise Financial Services, LLC

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Devon Mertz - Financial Advisor, Ameriprise Financial Services, LLC

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6817 Southpoint Pkwy, Jacksonville, FL

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Jacksonville, FL area, Devon Mertz will take the time to understand you and your goals, as well as those changing... Read More about Devon Mertz - Financial Advisor, Ameriprise Financial Services, LLC

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Kyle S Leiser - Financial Advisor, Ameriprise Financial Services, LLC

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376 Ahern St, Atlantic Beach, FL

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Atlantic Beach, FL area, Kyle S Leiser will take the time to understand you and your goals, as well as... Read More about Kyle S Leiser - Financial Advisor, Ameriprise Financial Services, LLC

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Liv Ade - Financial Advisor, Ameriprise Financial Services, LLC

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6817 Southpoint Pkwy, Jacksonville, FL

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Jacksonville, FL area, Liv Ade will take the time to understand you and your goals, as well as those changing... Read More about Liv Ade - Financial Advisor, Ameriprise Financial Services, LLC

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Angel Morales - Financial Advisor, Ameriprise Financial Services, LLC

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220 Nocatee Village Dr, Ponte Vedra, FL

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Ponte Vedra, FL area, Angel Morales will take the time to understand you and your goals, as well as those... Read More about Angel Morales - Financial Advisor, Ameriprise Financial Services, LLC

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Stephen Kuhn - Financial Advisor, Ameriprise Financial Services, LLC

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220 Nocatee Village Dr, Ponte Vedra, FL

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Ponte Vedra, FL area, Stephen Kuhn will take the time to understand you and your goals, as well as those... Read More about Stephen Kuhn - Financial Advisor, Ameriprise Financial Services, LLC

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Kharis Quaintance - Thrivent

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4887 BELFORT RD, JACKSONVILLE, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kharis Quaintance is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in JACKSONVILLE, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Kharis Quaintance - Thrivent

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Gratium Wealth Planning - Ameriprise Financial Services, LLC

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1555 Kingsley Ave, Orange Park, FL

More info available at FINRA's BrokerCheck website

At Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Orange Park, FL area... Read More about Gratium Wealth Planning - Ameriprise Financial Services, LLC

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JAD Broker

JAD Broker Verified by Uberall

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888-568-1248

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JAD Broker Verified by Uberall

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JAD Broker has provided brokerage services in Jacksonville, FL since 2017. The firm works with individuals and businesses to facilitate professional transactions with a focus on clear communication and organized processes. Services include client consultations, transaction coordination, and strategic guidance tailored to each client’s goals. JAD Broker supports clients throughout each stage of the brokerage process, from initial planning to... Read More about JAD Broker

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Christopher Persandi - TD Wealth Relationship Manager Verified by Yext

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9715 Gate Parkway North 1st Floor, Jacksonville, FL

Meet your TD Wealth Advisor

TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you advice you can trust and a legendary Client experience.

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Kemper Life Verified by Yext

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5555 Gate Parkway, Jacksonville, FL

Kemper Life Insurance protects you where you are.

Kemper Life can help complete the circle of insurance protection around the people you love and the things you own.

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Wealth Enhancement Group

Wealth Enhancement Group Verified by Uberall

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165 Wells Road, Orange Park, FL

904-541-0076

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Wealth Enhancement Group

Wealth Enhancement Group Verified by Uberall

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(0 Reviews)

165 Wells Road, Orange Park, FL

The Orange Park FL team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and... Read More about Wealth Enhancement Group

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Michael McCranie - Financial Advisor, Ameriprise Financial Services, LLC

Michael McCranie - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

1555 Kingsley Ave, Orange Park, FL

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Orange Park, FL area, Michael McCranie will take the time to understand you and your goals, as well as those... Read More about Michael McCranie - Financial Advisor, Ameriprise Financial Services, LLC

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Abby Santiago - Financial Advisor, Ameriprise Financial Services, LLC

Abby Santiago - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

0.0

(0 Reviews)

6817 Southpoint Pkwy, Jacksonville, FL

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Jacksonville, FL area, Abby Santiago will take the time to understand you and your goals, as well as those changing... Read More about Abby Santiago - Financial Advisor, Ameriprise Financial Services, LLC

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Cogent Bank Jacksonville
5011 Gate Parkway Building 100, Jacksonville, FL 904-274-8880
Kemper Life
0 reviews
Kemper Life
5555 Gate Parkway, Jacksonville, FL 904-396-1636