Namey Financial Group Inc is renowned for its exceptional financial services located in Jacksonville, Florida. Their approach combines customized financial plans and exceptional client support, resulting in the establishment of Namey Financial Group. The team at Namey Financial Group specializes in developing personalized programs that not only aim to achieve your short-term and long-term goals but also ensure tax-efficient asset transfers to your heirs. They firmly believe that sustainable financial success requires meticulous attention, going beyond quick-fix solutions and generic approaches. The firm attributes its success to its founding investment principles and unique approach to active wealth management. Namey Financial Group serves individuals, families, and business owners who are seeking long-term relationships and a comprehensive approach to wealth management.
3 Best Financial Services in Jacksonville, FL
Expert recommended Top 3 Financial Services in Jacksonville, Florida. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
NAMEY FINANCIAL GROUP, INC. REVIEWS
Daniel Namey has been wonderful to work with over the years! He has helped my family create a customized plan to successfully build and manage our investments in many areas. He is trustworthy and is always available to give advice or make changes when needed. I would highly recommend Namey Financial Group to anyone.
Namey Financial Group has been my family’s financial advisor for many years and I have been very satisfied with the results. Daniel and his staff are very knowledgeable and the service is amazing. They are very good at explaining different strategies that are available for different situations. I would highly recommend.
Daniel and Jennifer have done an excellent job in supporting our financial and retirement needs both for business and personal accounts.
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Sondra L Best is a financial advisor associated with Primerica Financial Services, located in Jacksonville, Florida. The firm specializes in investment management and is dedicated to assisting families in achieving their short-term and long-term financial goals. They embody values such as hope, family, teamwork, and the opportunity to live life on one's own terms. Primerica offers affordable term life insurance to provide families with the necessary coverage. They adopt an educational approach and equip their clients with financial tools to help them reach their goals. The firm collaborates closely with its clients to implement agreed-upon recommendations. Additionally, they provide a complimentary financial needs analysis to assess individual requirements.
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SONDRA L BEST - PRIMERICA FINANCIAL SERVICES REVIEWS
Truly a one of a kind place, from the environment to the mentorship, to the principles taught. The amount of knowledge that I've picked up in a short amount of time has been incredible and useful in everyday life.
I am so HAPPY that I was introduced to this opportunity by Cynthiane Dukes of Team Catalyst leading her team FFE (Financial Freedom Express). The information shared opened my eyes and change my way of thinking and my life.
Love the mentorship I get from the leaders in this office. Always a positive atmosphere to work in. Best business ever, love this place.
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369 Financial is a Registered Investment Advisor Firm that operates on a fee-only basis. Joshua Krafchick, an independent financial advisor, is dedicated to empowering and educating individuals to attain financial freedom. Their approach to money is centered around people, providing practical and innovative solutions. By considering your unique needs, lifestyle, and strengths, they guide you in optimizing your wealth. In addition, they actively collaborate with other professionals, adopting a hands-on approach to financial planning. With their customized services, they aim to protect, grow, and preserve your wealth, delivering personalized assistance. To learn more, you can contact them to schedule a complimentary consultation.
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369 FINANCIAL REVIEWS
I truly learned a lot of practical things I could do in my everyday life to save more money. Josh was very patient and attentive to my concerns. He made sure I had a clear understanding of my own personal financial growth and understanding of how to grow my money. Forever indebted.
Josh and the team are amazing. Whether it’s one on one with Josh discussing ways about increasing my portfolio, or simply planning for the future. His work truly does not go unnoticed. Looking forward to what the future holds and this time with the 369 Financial crew. Keep up the good work guys!
Josh is very honest, professional & friendly. I really trust him and highly recommend his service to anyone who is looking for investment ideas. He has great financial strategies to grow your wealth. Highly Recommended!??
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