This profile has been claimed by the business owner or representative.
Jacksonville Wealth Management
- Investment Service
- Jacksonville, FL
About this business
At Jacksonville Wealth Management (Jax Wealth), we provide comprehensive investment management and retirement planning for families, retirees, and business owners. Jacksonville Wealth Management clients benefit from our holistic approach, as we guide our clients through all aspects of financial planning: Plan, Invest, Retire, Endow. Clients enjoy an exceptional client experience because each relationship is grounded by the guiding principles of our firm: Shared Values, Service Values, Investment Philosophy, Mission Stateme... read more
Location details
8075 Gate Parkway W., Suite 101, Jacksonville, FL, 32216, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Dan Ciez and the team are amazing professionals and offer great personalized service during all phases of your journey! Trust them, and they will take good care of your portfolio.
I could not be happier with Jax Wealth Management. I have been with Dan and his team since June of 2013. What most people look for in a financial advisor is someone who can grow their investments, and of course Dan and his team have done that with incredible success for me and my family. Just as important to me, however, is an ethical way to do this. Dan, Melissa, Chris, and the rest of the team are honest, open, kind, ethical AND great at what they do. Jax Wealth Management has allowed me to realize all of my financial dre... read more
All of the team is extremely helpful and quick to reply and or execute requests.
Loved it, very nice, and servers were great
They have always been available for me.
Frequently asked questions about Jacksonville Wealth Management
How is Jacksonville Wealth Management rated?
Jacksonville Wealth Management has a 5 star rating with 6 reviews.
When is Jacksonville Wealth Management open?
Jacksonville Wealth Management is closed now. It will open on Monday at 8:00 a.m.