3 Best Financial Services in Jacksonville, FL

“369 Financial is a fee-only Registered Investment Advisor Firm in Jacksonville, Florida. Joshua Krafchick is the firm's managing partner. He earned a degree in actuarial science from Florida State University. He began pursuing a career in financial advising, spent years working at several large independent financial institutions, and recognized that a change was needed in the world of finances. He and his team will provide you with a people-oriented, effective, and alternative approach to money. Together, they will examine your needs, lifestyle, and strengths and teach you how to optimize your wealth. They're going to build you a custom strategy that will assist you in placing you into a position where you can spend the money you've worked hard for guiltlessly. To learn more, you can contact them to schedule a complimentary consultation.

UNIQUE FACTS:
• Fee-only Registered Investment Advisor
• People Oriented.”

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“Namey Financial Group Inc. is one of the leading financial services in Jacksonville, FL. Daniel Namey is the founder of this firm. For over 29 years, he has advised countless clients on wealth planning and retirement issues. As President of Namey Financial Group, he thrives in understanding the goals of his clients and integrating them into comprehensive, long-term strategies. In addition to helping individual investors pursue their financial goals, he specializes in working with owners of closely held corporations. He completed his graduation from Florida State University and earned his Bachelor of Science in Finance. He has the Series 7 and Series 63 registrations with LPL Financial and the Life, Health, and Variable Annuity license for Florida. 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 pursue a deeper understanding to provide unparalleled service and responsiveness to your needs. More than financial advisors, they are your advocates and remain committed to guiding, supporting, and assisting you through all stages of life.

UNIQUE FACTS:
• Finance and Tax Calculators.”

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“TrustWell Financial Advisors is an independent financial planner in Jacksonville, Florida. Gary Williams founded the firm in 1987 Gainesville, Florida and moved his practice to Jacksonville in 1990. He completed his BA from the University of Florida and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1987. He and his team believe that your financial advisor should be on your side, focusing solely on doing what is in your best interest. TrustWell has always been focused on putting clients first. They want you to feel comfortable when you meet with them. At TrustWell, they don’t sell products and don’t receive commissions. They only work for you and believe you should know exactly what you are paying for so they are completely transparent with their fees. Their financial planning work comes with a money-back, satisfaction guarantee. If, at the end of the engagement, you are not satisfied with the work they did for what you paid, then no fee is due. They will gladly refund you if you have already paid the initial deposit.

UNIQUE FACTS:
• Money Back Guarantee
• Free Initial Consultation.”

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