Financial Services

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

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®

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

1750 S. 14th Street
Fernandina Beach, FL 32034

David Keay

(904) 491-7260

(866) 429-4400

Member Since: 2001

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Atax

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

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

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®

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

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

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

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

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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