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Jacksonville Wealth Management

5.0
  • Investment Service
  • Jacksonville, FL
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About this business

FinanceFinancial ServicesInvestment Service

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

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.03 reviews
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Kim Elmore's profile image
Kim Elmore 
4 months ago

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

Faye Barentine's profile image
Faye Barentine 
3 weeks ago

All of the team is extremely helpful and quick to reply and or execute requests. 

Joanne Lowell's profile image
Joanne Lowell 
3 weeks ago

They have always been available for me. 

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Frequently asked questions about Jacksonville Wealth Management

How is Jacksonville Wealth Management rated?

Jacksonville Wealth Management has a 5 star rating with 3 reviews. 

When is Jacksonville Wealth Management open?

Jacksonville Wealth Management is closed now. It will open on Monday at 8:00 a.m.