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347 results for:

Financial Planning Consultants in Jacksonville

Terrance Ray - Thrivent

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11448 Johnson Creek Circle, Jacksonville, FL

904-252-2918

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Terrance Ray - Thrivent

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11448 Johnson Creek Circle, Jacksonville, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Terrance Ray is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Jacksonville, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Terrance Ray - Thrivent

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First Command Financial Advisor - Jerry Day

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590 Wells Road, Suite 2, Orange Park, FL

904-269-8772

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First Command Financial Advisor - Jerry Day

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590 Wells Road, Suite 2, Orange Park, FL

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Jerry Day

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Equitable Advisors

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One Enterprise Center, 225 Water St, #1235, Jacksonville, FL

904-353-5611

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Equitable Advisors

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One Enterprise Center, 225 Water St, #1235, Jacksonville, FL

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

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Kharis Quaintance - Thrivent

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4887 BELFORT RD, SUITE 109, JACKSONVILLE, FL

904-807-5554

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Kharis Quaintance - Thrivent

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4887 BELFORT RD, SUITE 109, JACKSONVILLE, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kharis Quaintance is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in JACKSONVILLE, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Kharis Quaintance - Thrivent

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PNC Private Bank

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5011 Gateway Pkwy N, Bldg 200, Jacksonville, FL

Achieving the “Why” behind your wealth

PNC Private Bank offers advice and solutions to help individuals, families and business owners grow and manage their short-term and long-term wealth needs.

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William Maicon - Thrivent

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4887 BELFORT RD, SUITE 109, JACKSONVILLE, FL

917-364-8287

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William Maicon - Thrivent

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4887 BELFORT RD, SUITE 109, JACKSONVILLE, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. William Maicon is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in JACKSONVILLE, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about William Maicon - Thrivent

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Florida Financial Advisors

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1 Independent Drive, #201, Jacksonville, FL

Call Today for a Free Consultation

A top-rated and comprehensive financial planning & wealth management firm with a keen focus on helping our clients realize their dreams -- customized services designed for the financial needs of Floridians. We take a personalized approach, working together with you to grow and protect your assets.

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Chris Danford - Thrivent

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4887 Belfort Road, Suite 109, Jacksonville, FL

941-545-6215

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Chris Danford - Thrivent

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4887 Belfort Road, Suite 109, Jacksonville, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Chris Danford is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Jacksonville, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Chris Danford - Thrivent

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Bryan Shore - Thrivent

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4887 Belfort Road, Suite 109, Jacksonville, FL

904-559-8175

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Bryan Shore - Thrivent

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4887 Belfort Road, Suite 109, Jacksonville, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Bryan Shore is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Jacksonville, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Bryan Shore - Thrivent

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Adam Klohr - Thrivent

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4887 Belfort Road, Suite 109, Jacksonville, FL

904-545-0645

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Adam Klohr - Thrivent

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4887 Belfort Road, Suite 109, Jacksonville, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Adam Klohr is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Jacksonville, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Adam Klohr - Thrivent

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Daniel Johnson - Thrivent

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4887 Belfort Road, Suite 109, Jacksonville, FL

904-559-8174

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Daniel Johnson - Thrivent

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4887 Belfort Road, Suite 109, Jacksonville, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Daniel Johnson is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Jacksonville, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Daniel Johnson - Thrivent

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Pamela Cao - Thrivent

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4887 Belfort Road, Suite 109, Jacksonville, FL

904-559-8171

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Pamela Cao - Thrivent

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4887 Belfort Road, Suite 109, Jacksonville, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Pamela Cao is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Jacksonville, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Pamela Cao - Thrivent

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Wendi Orr - Thrivent

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4887 Belfort Rd., Ste. 109, Jacksonville, FL

904-654-3773

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Wendi Orr - Thrivent

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4887 Belfort Rd., Ste. 109, Jacksonville, FL

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Wendi Orr is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Jacksonville, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Wendi Orr - Thrivent

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Kenny Rosales - Thrivent

Kenny Rosales - Thrivent

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10266 Element Road, Jacksonville, FL

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kenny Rosales is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Jacksonville, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Kenny Rosales - Thrivent

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Mike Klein - Thrivent

Mike Klein - Thrivent

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4887 Belfort Road, Suite 109, Jacksonville, FL

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mike Klein is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Jacksonville, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Mike Klein - Thrivent

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Clark Hao - Thrivent

Clark Hao - Thrivent

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4887 Belfort Road, Suite 109, St Johns, FL

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Clark Hao is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in St Johns, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Clark Hao - Thrivent

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Kemper Life

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5555 Gate Parkway, 5th Floor, Jacksonville, FL

904-396-1636

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Kemper Life Insurance protects you where you are.

Kemper Life Verified by Yext

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5555 Gate Parkway, 5th Floor, Jacksonville, FL

Kemper Life Insurance protects you where you are.

Kemper Life can help complete the circle of insurance protection around the people you love and the things you own.

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Focus Partners

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10752 Deerwood Park Boulevard, Suite 100, Jacksonville, FL

813-853-5876

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Focus Partners Verified by Yext

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10752 Deerwood Park Boulevard, Suite 100, Jacksonville, FL

Focus Partners Wealth is a team of experienced, multidisciplinary wealth professionals serving high-net-worth and ultra-high-net-worth individuals and multigenerational families. Our creative problem-solving abilities and expertise in wealth planning and management help our client live life by design while connecting their wealth to purpose. We believe that there is meaning and significance to the wealth that our clients have built, and... Read More about Focus Partners

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First Command Financial Advisor - Blace Albert

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590 Wells Road, Suite 2, Orange Park, FL

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Blace Albert joined First Command Financial Services as a Financial Advisor in November 2020, following a 30-year career in the United States Army, where he attained the rank of Colonel. Blace understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Blace has... Read More about First Command Financial Advisor - Blace Albert

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First Command Financial Advisor - John Hess, CFP®

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590 Wells Road, Suite 2, Orange Park, FL

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John Hess joined First Command Financial Services as a Financial Advisor in December 2006, bringing 18 years of experience to the position. A Certified Financial Planner & Trade certificant, John holds Series 7 and 66 securities licenses plus state life, health and annuity insurance licenses. He is a member of the North Florida Financial Planning Association. Understanding that the single... Read More about First Command Financial Advisor - John Hess, CFP®

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First Command Financial Advisor - Ron Scarborough, CFP®

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590 Wells Road, Suite 2, Orange Park, FL

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Ron Scarborough joined First Command Financial Services as a Financial Advisor in March 2001, following a 22-year career in the United States Army, where he attained the rank of First Sergeant. Ron understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Ron... Read More about First Command Financial Advisor - Ron Scarborough, CFP®

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First Command District Advisor - Brad Braithwaite

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590 Wells Road, Suite 2, Orange Park, FL

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Brad Braithwaite joined First Command Financial Services as a Financial Advisor in August 2014. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. A graduate of Campbell University with a bachelor’s degree in business administration, Brad holds Series 6, 7, 63, 65, 24, and 26 securities licenses plus... Read More about First Command District Advisor - Brad Braithwaite

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Pamela Cao - Thrivent

Pamela Cao - Thrivent

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12160 Basalt Drive South, Jacksonville, FL

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Pamela Cao is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Jacksonville, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Pamela Cao - Thrivent

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Bryan Shore - Thrivent

Bryan Shore - Thrivent

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4027 Harbour Cove Drive, Jacksonville, FL

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Bryan Shore is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Jacksonville, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Bryan Shore - Thrivent

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First Command Financial Advisor - Antonia Proctor

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590 Wells Road, Suite 2, Orange Park, FL

904-269-8772

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First Command Financial Advisor - Antonia Proctor

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590 Wells Road, Suite 2, Orange Park, FL

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Antonia Proctor

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