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“I have the best Financial Advisor in the city! Highly ethical and a true money manager. When he moved to Wells from a different firm, approximately 95% of his clients moved with him. This in itself is a true testament to his, experience, knowledge, ability and character.”
“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.”
“I love it. I see a lot of people upset about the Merrill lynch security not allowing pedestrian to walk through. Well it's for their employees safety. I wouldn't want someone to rob/attack me when I should be feeling safe in the comfort of my job. I love our security personnel they take real good care of thing while we work.”
“Happy to have chosen Sandy as my advisor. She is a True professional who provides financial services based on your personal needs. As I grow closer to my retirement, and can see clear vision with all her help and guidance. I know I made the right choice years ago.”
8:30AM - 5PM
1301 Riverplace Blvd # 2130, Jacksonville
Investing
“Scott and the team at Riverplace helped us create a plan to meet our retirement goals. They are truly there to help at any stage of your retirement planning. The best decision we made was to choose them as a partner as they haven given us guidance beyond investments. If you are looking for a group that manages your funds well but is also is there to help you with others aspects of your life choose Riverplace!”
Investing
Investing
Investing
Investing
Investing
“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.”