Financial Advising in Jacksonville, FL

10 locations found near Jacksonville

“I just had my first call, and so far it has gone well. The representative was very courteous, knowledgeable, and patient. I will revisit this after being on the program for a while.”

4.9 Superb129 Reviews

“Mr. Stubbs is undoubtedly one of the most knowledgeable person in the tax field. His knowledge, combined with the caring and the concerns that he has for his clients, are second to none! I can’t think of a better way to have to face the IRS come tax time. I’ve been a client of Mr. Stubbs for over 15 years, and he has always given me superb services. In the past, I would prepared my own taxes each year, and I would worry about “leaving money on the table,” because I couldn’t keep up with the current tax laws; but now that Mr. Stubbs is preparing my taxes, I no longer have that worry. Thank you Mr. Stubbs...both you and your staff!”

5 Superb14 Reviews

“Ms Valerie is a true GEM! I was referred to her and I'm so glad I was. She helped me to understand what was needed to correctly file for my Husband's business taxes. She guided me every step of the way. She was patient and kind and was available for questionsany time of the day - It was most appreciated! I recommend her for all your tax needs!”

4.7 Superb24 Reviews

“The Forde Firm is a very professional and efficient CPA Firm. They have been very attentive and professional to our questions, and very responsive to our emails and phone calls. They have provided us with exceptional service in preparing our annual corporate tax return and our personal tax returns over the years. Our taxes can be somewhat complicated as we are a 501(c)(3) nonprofit and we live nine months out of the year overseas. We find in comparison with other CPA firms, their price for personalize service to be very fair and affordable. We appreciate the owner’s (Linda Forde) attention to detail when comuicting direct with her. However, all the staff at the Forde Firm are exceptional. I would highly recommend Forde Firm to meet your needs.Gary PatePresident & CEO,For The Children Ecuador Inc., DBA Pate Ministries”

4.5 Superb24 Reviews

“We highly recommend Davis Capital Management. John Murphy, CFP, has been outstanding in all interactions, professional and knowledgeable in helping us meet our investment goals. My wife and I are both retiring at the end of the year and John has established a strategy that makes us very comfortable that we have our money in the right hands. On top of that, John takes the time to explain his thought process and reasoning behind his investment strategy, which is greatly appreciated. We would not hesitate in recommending him to our family and friends.”

5 Superb20 Reviews

“While the matter that caused me to have to work with MG, credit was very unfortunate the problems that arose were ultimately resolved. Cliff, the owner, ultimately got involved and resolved the matter within hours of contacting him. Glenn was very helpful and getting me in contact with Cliff. I truly appreciate the help provided as being in the credit industry seemingly is very difficult and I’m sure dealing with them is never easy. Thanks very much for all of your help in resolving these matters so quickly.”

3.1 Average49 Reviews

“See the thing is there is a sign stating that if the check is already signed then they will not take it .. they like to witness you sign the check so they know it's not a fraudulent act ... They are great people always polite I have no issues”

3 Average24 Reviews

“Iam was Very Happy with Kyle Baidas customer service recently at the Town Center office location, Jacksonville, FL. Kyle was caring, polite and helpful. Thank you for all your assistance Kyle. Have a Blessed Day.”

2.9 Average22 Reviews

“I am very pleased with Lincoln Financial. My job, Primo Brands, sent me there for my FLMA case. I had to take a 30 day leave due to my father crossing over. My case (17693***) was handled very swiftly, professionally, and easily. If I ever have to go through a trauma filled event again, I personally would feel good with Lincoln Financial taking my case again. What I needed them for was to get clarity on my rights, what to expect, a timely check, ease of random questions answered and all around pleasantness. Check, check, check, check, and check. Thank you for being there for me in my most trying time.”

1.5 Poor8 Reviews

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