Namey Financial Group Inc is one of the best financial services in Jacksonville, FL. They combine customized financial plans with outstanding client support to create Namey Financial Group. At Namey Financial Group, they specialize in building personalized programs that aim to secure your short-term and long-term goals while ensuring the tax-efficient transferring of assets to heirs. They believe sustainable financial success requires more careful attention than quick-fixes and cookie-cutter solutions. They attribute their success to their founding investment principles and unique approach to active wealth management. They work with individuals, families, and business owners who seek long-term relationships and a comprehensive approach to wealth management.
Best Financial Services in Jacksonville
Handpicked 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. You deserve only the best!
NAMEY FINANCIAL GROUP 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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Primerica Financial Services is located at Atlantic Boulevard, Jacksonville. The firm is expertise in investment management. They are committed to helping leading street families save and invest in their short-term and long-term goals. They represent hope, family, teamwork, and the opportunity to live life on your terms. Primerica offers term life insurance, providing families the coverage they require at a price they can afford. They take an educational approach and provide financial tools to help their customers reach their goals. They work with their clients to determine how to carry out agreed-upon recommendations. They offer free financial needs analysis.
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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 fee-only Registered Investment Advisor Firm. They provide their clients with a people-oriented, practical, and alternative approach to money. They look at your needs, lifestyle, and strengths and teach you how to optimize your wealth. They take a “hands-on” approach and embrace the opportunity to work with other professionals. Their customized services are designed to help protect, grow, and conserve your wealth by delivering personalized service. Contact them to schedule a free 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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