Investing in Jacksonville, FL
5 locations found near Jacksonville
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“Happy to have chosen Sandy as my advisor. She is a True professional who provides financial services based on your personal needs. As I grow closer to my retirement, and can see clear vision with all her help and guidance. I know I made the right choice years ago.”
Investing
“We live overseas and had several issues that we needed resolved while back in the states and we found the office to be very helpful; MIchelle Jones and especially Jordan Beck were outstanding. Jordan went above and beyond to ensure our transactions and account issues were taken care of.”
Investing
“I have the best Financial Advisor in the city! Highly ethical and a true money manager. When he moved to Wells from a different firm, approximately 95% of his clients moved with him. This in itself is a true testament to his, experience, knowledge, ability and character.”
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“Davis Capital Management treats their clients like family and does an outstanding job managing funds in both good economic times and bad. I highly recommend Troy Davis and his team.”