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Financial Services
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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
Edward Jones is a different kind of investment firm. To us, face time and think time make sense.
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Gold Tree Financial
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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®
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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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Synovus Bank | Fernandina Beach
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1750 S. 14th Street
Fernandina Beach
,
FL
32034
David Keay
(904) 491-7260
(866) 429-4400
Member Since: 2001
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Atax
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474268 E State Road 200
Fernandina Beach
,
FL
32034
Kristina Oneill
(904) 432-8736
Member Since: 2022
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Synovus Bank | Yulee
_
463845 SR 200
Yulee
,
FL
32097
David Keay
(904) 277-8457
Member Since: 2010
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Janney Montgomery Scott LLC | Steve Nicklas
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961687 Gateway Blvd., Ste. 101L
Fernandina Beach
,
FL
32034
Steve Nicklas
(904) 572-0265
(904) 753-0236
Member Since: 2013
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Northwestern Mutual
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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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River Capital Advisors, L.C. - Edward P. Schmitzer, CPA/PFS, CFP®
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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 | Jodi Collins, AAMS, Financial Advisor
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463155 SR 200, Ste. 8
Yulee
,
FL
32097
Jodi Collins
(904) 849-7722
Member Since: 2018
Edward Jones is a different kind of investment firm. To us, face time and think time make sense.
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Edward Jones | Brian Henning, Financial Advisor
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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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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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IRIS Financial Services, Thomas D. Foy, Jr. - Owner
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961687 Gateway Blvd., Ste. 201F
Fernandina Beach
,
FL
32034
Thomas D. Foy, Jr.
(904) 310-6886
(855) 411-4747
Member Since: 2012
IRIS Financial Services is focused on strategies in the area of financial planning (including estate planning & retirement income planning), investments and insurance.
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