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Financial Services
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Name
City
Gold Tree Financial
_
8596 Arlington Expressway
Jacksonville
,
FL
32211
Andrew Whitaker
(904) 725-0556
(888) 720-0556
Member Since: 2018
We invite you to discover and experience the power of our services.
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John Neff CFP®
_
PO Box 16030
Fernandina Beach
,
FL
32034
John Neff
(912) 844-1788
Member Since: 2018
We are planners. We work with individuals, families, and businesses. We help you set financial goals, make the right choices, and get where you want to be. We can help you with both the pieces of the puzzle and fitting them all together.
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Edward Jones | Steve Gibb, Financial Advisor
_
11 N. 4th Street
Fernandina Beach
,
FL
32034
Steve Gibb
(904) 277-2466
(800) 440-7544
Member Since: 2017
Edward Jones is a different kind of investment firm. To us, face time and think time make sense.
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Western & Southern Life
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10151 Deerwood Park Blvd
Jacksonville
,
FL
32256 0566
Paul McMullan
(904) 343-9719
Member Since: 2020
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River Capital Advisors, L.C.
_
5011 Gate Pkwy., Bldg. 100, Ste. 300
Jacksonville
,
FL
32256
Robert M Simon, CFP®, AEP®, CAP®
(904) 398-2075
Member Since: 2010
River Capital Advisors, L.C. is an independent, fee-only financial planning and wealth management firm affiliated with the certified public accounting (CPA) firm of Smoak, Davis and Nixon, LLP.
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Edward Jones | Brian Henning CFP® , Financial Advisor
_
95766 Amelia Concourse
Fernandina Beach
,
FL
32034
Brian Henning
(904) 261-9392
(904) -
Member Since: 2009
Edward Jones is a different kind of investment firm. To us, face time and think time make sense.
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Synovus Bank | Yulee
_
463845 SR 200
Yulee
,
FL
32097
Sherri Biello
(888) 796-6887
Member Since: 2010
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Edward Jones | Jodi Collins, AAMS, Financial Advisor, CFP®
_
463155 SR 200, Ste. 8
Yulee
,
FL
32097
Jodi Collins
(904) 849-7722
Member Since: 2019
Edward Jones is a different kind of investment firm. To us, face time and think time make sense.
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Synovus Bank | Fernandina Beach
_
1750 S. 14th Street
Fernandina Beach
,
FL
32034
Dan Lallement
(904) 491-7260
(866) 429-4400
Member Since: 2001
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Edward Jones | Andrew Newton, Financial Advisor
_
95766 Amelia Concourse
Fernandina Beach
,
FL
32034
Andrew Newton
(904) 261-9392
Member Since: 2023
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Advance America
_
463797 State Road 200 Unit #2
Yulee
,
FL
32097
Lyntrell O'Neal
(904) 548-9942
Member Since: 2019
Easy and fast online cash advances, cash loans and more.
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Northwestern Mutual
_
245 Riverside Avenue, Ste. 100
Jacksonville
,
FL
32202
Dallas Hempstead CLU®, CFP®, ChFC®, CASL®, RICP®
(904) 598-3614
(904) -
Member Since: 2004
The Products and services I provide are wealth management, with a wide array of brokerage options as well as fee based investment management, annuities, as well as world class insurance including Life, Health, Disability, and Long term Care insurance.
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