Navigate your retirement with confidence by choosing from the Top 10 Retirement Financial Planners and Money Managers in Jacksonville, Florida. Our carefully curated list showcases seasoned professionals specializing in comprehensive financial planning and astute investment management.
List of top 10 retirement financial planner in Jacksonville, Florida
1.safe money manager
safe money manager provide experience with the following financial services to help you reach your goals:
- Lifetime income planning with no-lost contractual guarantees
- Helping you optimize and diversify your retirement investments
- Evaluating and recommending safe investment opportunities for your needs
- Helping protect your investments through risk management
- Helping develop your retirement plan
- Managing external impacts on your portfolio
- Helping you build sound, safe financial priorities
- Providing financial information and insight
- Managing Portfolio Planning
location: Jacksonville, Florida 32257
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2.Davis Capital Management: retirement financial planner in Jacksonville, Florida
Davis Capital Management is a professional and full-service wealth management advisory firm that works with residential and commercial clients in Jacksonville and nearby cities. It offers a comprehensive suite of wealth and financial planning services such as consolidated tax preparation and reporting, estate planning, wealth management, as well as fiduciary investment administration services. The firm’s primary aim is to provide its clients with discretional account management and customized financial planning strategies to attain their financial and retirement goals.
3.Jacksonville Wealth Management
Jacksonville Wealth Management is a business that offers financial planning services for retirees, families, and business owners. Its team of asset managers uses a holistic approach in guiding clients on how to achieve financial freedom. They help clients to develop an investment strategy and portfolio management, long-term care and legacy plans, survivorship plans, and potential tax savings. Additionally, the team assists in managing investment portfolios, such as individual stocks, annuities, exchange-traded funds, bonds, and money markets.
4.Paragon Wealth Strategies
Paragon Wealth Strategies is a financial management firm based in Jacksonville. This firm provides a wide range of financial planning services, including wealth and investment management, retirement planning, college planning, and financial planning for healthcare professionals. It also guides clients in deciding about 401(k) and other employer retirement plan rollovers and management. Managing partner Jonathan Castle has more than 25 years of financial planning and investment management experience. He authored Wealth Guards, the community column for the Florida Times-Union.
5.Capital Analysts of Jacksonville
Capital Analysts of Jacksonville is a team of financial advisors helping individuals, families, and businesses make informed financial decisions that are appropriate for their respective goals. Its individual and family services include financial. retirement, and estate planning, wealth management, insurance plans, and investment advisory services. It also helps with implementation and oversight and charitable gift planning. Its business services, however, assist with benefits review, risk management, executive and group benefits, and business strategies. The business has been in the industry since 1968.
6.The Merriam Team
The Merriam Team is a wealth management and financial advisory company that serves Jacksonville and nearby areas. Clients seeking guidance in planning for retirement, managing their finances, or protecting their wealth can take advantage of the company’s services, including the Merrill Lynch Investment Advisory Program that provides access to tax-efficient management overlay solutions, investment manager-approved strategies, and a wide range of investment options. The Merriam Team’s managing director, William Merriam, was included in Forbes’ Best-in-State Wealth Advisors 2020-2021 list.
7.Life Planning Partners
Established in 2004, Life Planning Partners provides services to professionals and business owners in Jacksonville and the local areas. It handles asset management, tax management, retirement planning, financial independence planning, and education planning. Life Planning Partners was founded by Carolyn McClanahan, a Certified Financial Planner who is also a medical doctor. She is a member of the National Association of Personal Financial Advisors and serves as a Financial Advisor on CNBC. She was also seen on Hardball and NPR.
8.Camarda Wealth Advisory Group
Camarda Wealth Advisory Group is a financial planning firm in Jacksonville that has been serving local clients since 1993. As a family-oriented company, it offers clients a broad range of services, including investment management, wealth management, tax reduction, and estate planning. It also provides asset protection, business owner planning, and 401(k) planning. Camarda Wealth Advisory Group’s financial planners prioritize client investment interests above all else, offering custom portfolios and wealth planning services on a no-commission basis.
RiverPlace Capital is a financial advisor and fiduciary Registered Investment Advisory firm in Jacksonville, Florida. It was opened in 1998 and its employees have over 100 years of combined experience. The practice serves clients locally and nationwide and offers money management services, financial planning, retirement planning, and tax protection services. It also participates in community service for multiple locations in Florida, including the Boys & Girls Club and the Florida Ballet
10.Wolf Retirement Navigation: money manager in Jacksonville, Florida
Wolf Retirement Navigation is a financial advisory firm serving the Jacksonville metro. It specializes in assisting clients in safeguarding their money against volatility, selecting diversified investment options, and implement tax reduction strategies. Company president Adam Wolf has more than 20 years of industry experience, which serves him well in helping clients prepare for the transition to retirement. Wolf Retirement Navigation has been featured on several news media outlets, including WSJ, Sunday Morning, and The Florida Times-Union.
Finding the best retirement financial planner in Jacksonville, Florida is a personalized process that involves careful consideration of your financial goals, the planner’s credentials and experience, communication style, and fees. Take the time to research, seek recommendations, and engage in consultations to make an informed decision tailored to your individual needs.
FAQ (Frequently Asked Questions)
- Which is the best retirement financial planner in Jacksonville Florida?
The best financial planner for you depends on your individual needs, goals, and preferences. To find the right fit, consider factors like credentials, experience, communication style, and fees. Safe money manager excels in all these aspects.
- How do I choose the best retirement financial planner in Jacksonville Florida?
Define goals, check credentials, assess experience, understand fees, ask for references, ensure transparent communication. Trust instincts for a personal fit.
- Should I use a financial planner for retirement?
Yes, you should work with a financial planner if you don’t feel confident handling your own finances.
- Who is the best person to talk to about retirement?
A financial adviser can make recommendations and provide guidance to help you plan for retirement
If you need any help in deciding the best one, then please fill the form on our contact us page.