Like the platform but tax forms are always out at the last possible time other companies are…read moreavailable much sooner so they hold up tax planning

So came here to see Charles and he was not here, but if you would like a free copy of his book you…read morecan pick it up here. I called it Charles Swag! (Humor!) anyways.... Actually needed to get some information about setting up a little account for a grandchild and how that would work etc. The folks here are very nice and full of great information. If you have investing concerns or tax sheltering questions they have Certified Financial Planners that are available to advise you and help with those muddy waters of IRA's or 401k's or BMI's.....no I think the gym helps with that one, but the investment associated here can certainly provide you with the tools and information you need to make the right investment decisions. If you feel a need for a snack while your waiting, they have a primo kitchen area full of goodies and drinks to choose from and.....they even offer you more snacks. Disregard the Fidelity Investments commercial on the TV, which I thought was hilarious and inappropriate laughter started coming from me. I guess you can't block cable news.

I had a negative experience with another investment house - Michael Boudreaux of Edward Jones was…read morerecommended - I don't have a lot of money, but Mr. Boudreaux treated me as if I was just listed in Forbes. I have every confidence he will do the best he can for me - great personality and competent in what he does - a rare combo these days.

William Merriam has been my financial advisor since 2008. I couldn't be happier. He puts me at ease…read morewith my portfolio. Bill was the advisor for the Queens Harbour Investment Club. A number of residents work with Bill Merriam and are super happy with the performance. He is is proactive and not the kind of broker that racks of a lot of trading fees.

From the owner: William (Bill) H. Merriam III is currently serving as Managing Director, Senior Resident Director,…read moreand Wealth Management Advisor for the Merrill Lynch South Point, and has been providing wealth management advice since 1990.

Wonderful people who truly care about the people they work with. Whether it's tax preparation or…read morediscussing financial planning they are always listening to what I need and want for my financial future. Oh and did I mention they have the best coffee! It's like walking into your neighbors house and just sitting and chatting with an old friend.

From the owner: At Wolf Retirement Navigation, our primary focus is on…read moreretirement planning, which covers a broad range of areas where we possess current expertise. Our approach is results-oriented, backed by the knowledge to provide guidance, solutions, and the necessary answers. Our philosophy revolves around your retirement success, defined by the ability to relish life without financial concerns. This entails thorough preparation, a robust game plan, and effective strategies aimed at optimizing your retirement savings.

As a lifelong Jacksonville resident, I've worked with Davis Capital Management for more than 8…read moreyears, and they've been the best financial partner I could ask for. They always take the time to explain my options, make sure my retirement plan fits both my goals and my risk tolerance, and they're quick to respond whenever I reach out. It's great knowing I have such a reliable, caring team right here in Jacksonville.

Troy Davis and his team are my choices for financial services!…read more Davis Capital Management is a group of consummate professionals who can answer all questions, explain recommendations, and engage in discussion to best understand and meet client's needs. I find their advice well researched, and the team's experience is unmatched by anybody in the area. Troy and company handle my retirement and investment accounts because I trust them, and their continued performance exceeds my expectations and gives me financial peace of mind.

I've been a Fidelity customer for over thirty years, they offer a great platform for investing,…read moretrading and banking! Fidelity website is top notch! However the Jacksonville center has been of limited help they've constantly trying push me into a management account, which I don't want! Did that years ago for one year and regretted it, lost $!

Did you know that you really don't even need to go into one of these investments places to open an…read moreaccount? Just sit at your computer and fill out the forms online and your done. They send you stuff in the mail and your can make deposits via electronic or walking in with checks. Check with each type of Investment type group to find out their minimum deposit before opening an account and sometimes if you are referred by a friend you get extra stuff/trades. If you are new to investing, they have people who will guide you and help you. They will not tell you what to pick to invest in, but they will give you the tools you need to make informed decisions. It may seem scary at first and it does take a while to get use to it, but saving and watching your money grow for your future is very important. A lot of the investment places off free classes which are also great for first time investors. My thought on investing is if you like a company and a lot of people seem to like it, invest in it, even if it's just a few bucks. You can always keep adding more. And that's my tip of the day.

John Newell was very thorough at explaining my options, He didn't pressure me into going with high…read moresales pitches to go with there products. That's why I gave him a 5star rating.A Poppell

I had met with John Newell while still working and was impressed with his honesty and he listened…read moreto my concerns. Upon retiring I reached out to John to discuss getting on board with Talon Wealth Management. I had two years to think about our conversation and liked what I heard. When I signed up we were faced with a recent election which we discussed and positioned to do well and just after the election I put my trust in John in making more aggressive changes than I would normally be accustomed to and we continue to do well. My wife and I have been very happy with the results of the performance of our investments with Talon Wealth Management. if you are curious take them up on their offer to review your investment performance and make your own decision.

Purchased homeowners and auto policies and was able to add a $1 million dollar umbrella while still…read moresaving money. Matt is extremely knowledgeable and helpful. His customer service is outstanding!

Montoya & Associates has been very helpful to my family over the last few years. We met Will…read moreMontoya through some friends at church, we just had a baby and were in need of some life insurance. His staff helped us through the entire process, soon after we opened some individual accounts with them and have been using them to manage our investments for the last 2 years. We love Montoya and the service we recieve from the staff, they have always been very helpful and attentive! Have recommended their services to several friends who are very pleased as well!

Excellent service at reasonable price points! I definitely recommend using an actual CPA. We…read moretried using a "five star" rated "accountant" before Mr. Shilts. Fortunately, we did a little digging and noticed that she is NOT a CPA but is posing as one.

My client and I are extremely happy with Mr. Shilts' work on our legal case…read more Mr. Shilts served as an expert witness valuing a business in a lawsuit brought by a purchaser of the business seeking to rescind the sale for fraud. I represented the Defendants. The Plaintiffs spent over 4 times what Mr. Shilts charged us and their expert was soundly rejected by Judge Wallace, who believed and adopted Mr. Shilts' analysis of the businesses' true value. We won the case and Mr. Shilts was a good part of the reason. Eric Kolar