Financial Services

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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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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John Neff CFP®

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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Synovus Bank | Yulee

463845 SR 200
Yulee, FL 32097

Sherri Biello

(888) 796-6887

Member Since: 2010

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Advance America

463797 State Road 200 Unit #2
Yulee, FL 32097

Lyntrell O'Neal

(904) 548-9942

Member Since: 2023

Easy and fast online cash advances, cash loans and more.

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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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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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Western & Southern Life

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

Edward P. Schmitzer, CPA/PFS, CFP®

(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 | Andrew Newton, Financial Advisor