Jacksonville, FL Financial Advisor Office

Matt has been working in the financial services industry for two decades. Prior to joining Northwestern Mutual he spent 12 years as a Credit Trader for multiple investment banks in New York City where he managed a long/short portfolio. Matt uses his vast and detailed understanding of global markets and economic indicators in the personalized planning and portfolio management for his clients.Visit my website

Expertise: Wealth Management, Investment Strategies, Financial Planning, Retirement Planning, Employee and Executive Benefits Planning, Estate Planning, Life Insurance Planning, Business Risk Management

Languages: English

Location: Destin FL, 32541

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Archie AndahMy team and I look to be your advocates - operating at the highest levels of financial planning to support your objectives. With unlimited access to us as a resource, we strive to impart the trust and confidence you need to make effective decisions and secure your financial future.Visit my website

Expertise: Financial Planning, Retirement Planning, Estate Planning, Employee and Executive Benefits Planning, Special Needs Planning

Languages: English

Location: Tallahassee FL, 32308

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Nick Andres Visit my website

Languages: English

Location: Ormond Beach FL, 32174

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Cindy Arocho

M.O.L., RICP®

After Princeton & Wall St., my heart found its way to Africa. Sitting in the dirt with the most beautiful & resilient children, I found my calling to help families become whole. Here at NM, I help families and businesses become whole financially. My powerful combination of intellect & care helps take my clients to the next level in their planning & hit goals they never thought possible.Visit my website

Expertise: Disability Income Planning, Life Insurance Planning, Investment Strategies, Retirement Income Planning, Financial Planning, Education Funding, Long Term Care Planning

Languages: English, Spanish

Location: Jacksonville FL, 32216

CLU®, ChFC®, CASL®

Expertise: Retirement Planning, Special Needs Planning

Languages: English

Location: Jacksonville FL, 32216

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Michelle Baker

CFP®, ChFC®, CASL®, RICP®, ChSNC®

"Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them." Michelle Grippi BakerVisit my website

Expertise: Long Term Care Planning, Business Risk Management, Life Insurance Planning, Investment Strategies, Financial Planning, Estate Planning, Education Funding, Disability Income Planning, Wealth Management, Special Needs Planning

Languages: English

Location: Jacksonville FL, 32216

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Bryson Bard

CFP®, ChFC®, CLU®, RICP®

Bryson Bard and his team inspire clients to implement strategic planning to provide for their families and bless others. Bryson's comprehensive planning integrates offensive and defensive strategies to both help obtain and preserve wealth for his clients.Visit my website

Expertise: Financial Planning, Retirement Income Planning, Estate Planning, Employee and Executive Benefits Planning, Business Succession Planning

Languages: English

Location: Tallahassee FL, 32308

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Joe Belgrade Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Long Term Care Planning, Special Needs Planning, Life Insurance Planning

Languages: English

Location: Gainesville FL, 32605

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Joshua BentleyMy team and I focus on comprehensive financial planning. By covering a broad spectrum of topics, we are able to get a clear picture of your financial situation, which allows us to make highly effective decisions. You won't find any cookie-cutter formulas here; each recommendation is tailored to accomplish the unique goals of our clients. Give us a call today, and let's have a conversation.Visit my website

Expertise: Financial Planning, Retirement Planning, Business Succession Planning, Business Risk Management, Estate Planning, Employee and Executive Benefits Planning, Education Funding, Special Needs Planning, Disability Income Planning, Life Insurance Planning

Languages: English, Spanish

Location: Tallahassee FL, 32308

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