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Over 106 reviews for
Ponte Vedra Beach Financial Advisors from people just like you.

" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Financial Advising reviews in Ponte Vedra Beach


Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.

I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.

I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.

I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.

The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.


My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.

I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.

- George J.

I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.

was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!

Financial Advisors in Ponte Vedra Beach, FL

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

121 Financial Credit Union

9700 Touchton Rd

Accelerated Benefits

5880 Venture Drive

Allegiant Group Inc

189 W Clarkston Rd

Ameriguard Financial Services

220 Ponte Vedra Park Dr
Ponte Vedra Beach


822 A1a N Ste 206
Ponte Vedra Beach

BetaFrontier, LLC

858 North Franklin St

Beyachael Multi Services Unlimited LLC

4000 Saint Johns Avenue, Suite 25

Blue Horizon Venture Consulting

830 S. Third St, Suite #105
Jacksonville Beach

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Centerpoint Wealth Advisory

4237 Salisbury Rd. N

Clendon Webb State Farm Insurance

New Port Richey

Contemporary Business Services

4070 Herschel St

Credit Management Solutions

3555 US Hwy 16 Suite 5
Fleming Island

David N. Adams Tax & Financial Advisors

166 A1A North
Ponte Vedra Beach

Davis Capital Management

4788 Hodges Blvd STE#201

DuVal Fields CPA Group, PA

428 Walnut Street
Green Cove Springs


Ponte Vedra Beach

F.A.T. Freedom

4/41 Meinzinger Ave.


Fort Lauderdale

Financial Planner Jacksonville Florida

4720 Salisbury Rd

Florida Mortgage Authority

1147 Linwood Loop
St John's

Foundation Financial Group

76 S Laura St Ste 1400

Foundation Tax Services

225 Water Street ,

Freyman CPA, P.C.

57 Washington Ave

Golden Years Insurance Group Inc

6180 Bartram Village Dr

Green Proffitt Financial Group

450-106 SR 13 North, 223




Saint Augustine

Home Financing by Sharine - Commerce Mtg

20803 Biscayne Blvd.


3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd


814 A1a N Ste 203
Ponte Vedra Beach




848 Brickell Ave 603

Lima One Capital

37 N Orange Ave #500 Suite 421

Lost Angels International, Inc.

1170 Peachtree Street NE

Maige Paulk & Associates PA

1342 N Laura St

Mattress Firm

11105 San Jose Blvd

Medicaid & Financial Planning Services

4399 35th St. N.
Saint Petersburg

Midland Debt Solutions

124 West Adams Street

Moran Insurance

183 Landrum Lane STE 103
Ponte Vedra Beach


50 A1A N
Ponte Vedra Beach

Morgan Stanley Ponte Vedra Beach

814 Highway A1A NO Suite 100
Ponte Vedra Beach

Patterson CPA Group

2 S Roscoe Blvd
Ponte Vedra Beach

PowerHouse Anchor Management Consulting

4811 Beach Blvd.

ProActive Tax & Accounting

303 SW 140th Terrace

ProSource Realty Inc

816 N Ocean St


12341 Yellow Bluff Road

RollCall Business Conferencing

9471 Baymeadows Rd


814 A1A N
Ponte Vedra Beach

Southern Trust Financial Services LLC

3450 Founders Club Drive

Standfast Asset Management

100 Executive Way Suite 112
Ponte Vedra Beach


Ponte Vedra Beach

Stevens Charles T CLU

2744 N Ponce De Leon Blvd
Saint Augustine

Surety Law Group

6821 Southpoint Dr North

Taxes R Us

P.O. BOX 2483
Orange Park

Teller And Associates

5528 Cougar Park Ct

The II.V.VI. Group


The Law Office of Jennifer Singh, PA.

7701 Timberlin Park Boulevard., Apartmen

The Mutual Fund Store

1845 Town Center Blvd, Suite 100
Fleming Island

The Mutual Fund Store

9823 Tapestry Park Circle, Suite 20

Thomas Ciccones' Business Consultant Entrepreneur

1135 North Wickham Road

United Gold Direct

2945 Townsgate Road

Viking Capital Inc

2107 Sawgrass Village Drive
Ponte Vedra Beach,

Visionary Private Wealth Management Group

8228 A1A N
Ponte Vedra Beach

VNMutual Solutions Inc

1 Lincoln Centre

We Help Foundation

514 Chaffee Point Blvd

Will Rudloff Mortgage Team

54 Fox Valley Dr
Orange Park

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