Here’s The Deal: 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.
3 Best Financial Services in Jacksonville, FL
Expert recommended Top 3 Financial Services in Jacksonville, Florida. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 369 FINANCIAL REVIEWS
have been working with Joshua over the past few weeks and he has been excellent at breaking down my financial state and goals and giving me comprehensive tools to use in the future. We have been focusing our efforts on debt management, retirement, and investment. I was able to make an informed decision because his team provided me with the necessary resources. Their responsiveness and clear answers to my questions or concerns are also impressive. I highly recommend 369 Financial.
Josh and his team do a great job. As a former FIRE person, I was very meticulous about my finances. After retirement, I realized that I was not really into doing all the things that came with managing my portfolio, and would end up just not doing it. So it was a natural next step to partner with 369. I chose 369 over another large financial services company because they are more human. Very happy with that choice, even with recent market craziness. Recommended giving 369 consideration if you're looking for greater ability to pursue happiness. Thank you.
osh is great to work with. Constant contact between advisor and client, has always been available anytime I ask to talk. Really understands the trends of the market and knows how to uniquely balance risk and diversification within a portfolio. He seems to be a teacher at heart and always strives to explain his choices to his clients to ensure a transparent relationship. Highly recommend.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Namey Financial Group, Inc. Jacksonville Financial Services Namey Financial Group, Inc. Jacksonville Financial Services](https://threebestrated.com/images/NameyFinancialGroupInc-Jacksonville-FL.jpeg)
Here’s The Deal: 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.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 NAMEY FINANCIAL GROUP, INC. REVIEWS
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.
Awesome service and staff! Very knowledgeable and customer oriented, and would highly recommend them to everyone.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![TrustWell Financial Advisors Jacksonville Financial Services TrustWell Financial Advisors Jacksonville Financial Services](https://threebestrated.com/images/TrustWellFinancialAdvisors-Jacksonville-FL.jpeg)
Here’s The Deal: 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.
Specialty:
$Price:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 TRUSTWELL FINANCIAL ADVISORS REVIEWS
TrustWell is a premiere organization managed and staffed with personable professionals who let you know you’re more than digits on a spreadsheet. Your financial well-being is a top priority and they remind you of that with every encounter. My family was told by the manager, “I may not make you a boatload of money but I will help you keep what you have”. The team has lived up to that promise and more. We are extremely pleased with the service, the friendly and helpful staff, and the growth of our portfolio. If you’re looking for a financial advisor with heart and someone you can trust, look no further.
I would highly recommend TrustWell Financial Advisors if you are looking for a fee-only financial manager. They are a highly professional firm with reasonable rates and extremely competent fiduciary advisors. We have been working with Chris Daunhauer for several years and we are very pleased with his work and his careful attention to our specific needs and requirements.
I would recommend them anytime! They really treat you like family here and they have the best interest and intent with helping you invest your money.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.