Financial Services

Life Made to Order Financial, a Five Rings Financial Agency

Fernandina Beach, FL 32034

Robert G. Simoneau

603-496-9752

Member Since: 2019

You've got needs, we've got solutions. Living Benefits life insurance, retirement planning, college savings, and more!

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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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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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Mass Mutual Southeast Coast

200 W. Forsyth St. Suite 600
Jacksonville, FL 32202

Brandon M. Earle

(904) 997-2344

(904) 998-7300

Member Since: 2019

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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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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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Western & Southern Life

10151 Deerwood Park Blvd
Jacksonville, FL 32256 0566

Paul McMullan

904-343-9719

Member Since: 2020

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Davis Capital Management

4788 Hodges Blvd., Ste. 201
Jacksonville, FL 32224

Ron Heymann

(904) 223-0510

(904) -

Member Since: 2013

Ron joined Davis Capital Management in 2013 as Executive Wealth Manager. A longtime Amelia Island resident, Ron is an Episcopal alumni, as well as a Florida State University graduate (B.S. ’97) who earned an MBA from The Coggin College of Business at

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Acorn Financial Advisory Services

95233 Poplar Way
Fernandina Beach, FL 32034

Wayne Pampaloni

(904) 305-4425

Member Since: 2020

Wealth Management

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Prudential Financial

701 San Marco Blvd. Suite 1901
Jacksonville, FL 32207

Mary Sterle

(904) 313-1246

Member Since: 2019

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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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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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SunTrust Private Wealth Management

5211 S. Fletcher Avenue, Ste. 110
Amelia Island, FL 32034

Karen Perdue

(904) 491-5969

(904) -

Member Since: 2012

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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 | Brian Henning, Financial Advisor