I had a negative experience with another investment house - Michael Boudreaux of Edward Jones was…read morerecommended - I don't have a lot of money, but Mr. Boudreaux treated me as if I was just listed in Forbes. I have every confidence he will do the best he can for me - great personality and competent in what he does - a rare combo these days.

Like the platform but tax forms are always out at the last possible time other companies are…read moreavailable much sooner so they hold up tax planning

So came here to see Charles and he was not here, but if you would like a free copy of his book you…read morecan pick it up here. I called it Charles Swag! (Humor!) anyways.... Actually needed to get some information about setting up a little account for a grandchild and how that would work etc. The folks here are very nice and full of great information. If you have investing concerns or tax sheltering questions they have Certified Financial Planners that are available to advise you and help with those muddy waters of IRA's or 401k's or BMI's.....no I think the gym helps with that one, but the investment associated here can certainly provide you with the tools and information you need to make the right investment decisions. If you feel a need for a snack while your waiting, they have a primo kitchen area full of goodies and drinks to choose from and.....they even offer you more snacks. Disregard the Fidelity Investments commercial on the TV, which I thought was hilarious and inappropriate laughter started coming from me. I guess you can't block cable news.

Patrick and Raines CPAs are great! I highly recommend them. They are knowledgeable, professional…read moreand friendly. My taxes were done fast and they went over everything and answered all of my questions. I will be using them again next year.

From the owner: We provide the personal service you would expect from a trusted advisor, customized to your needs…read moreto help you reach tomorrow's goals. Below are listed the services we offer, but the list is by no means all-inclusive. *Tax Planning and Preparation *Assurance Services: Audits, Reviews and Compilations *Bookkeeping and Writeup *Payroll Services *CFO Services *Estate Planning *Business Consulting *Cash Flow & Budget Forecasting

I've been a Fidelity customer for over thirty years, they offer a great platform for investing,…read moretrading and banking! Fidelity website is top notch! However the Jacksonville center has been of limited help they've constantly trying push me into a management account, which I don't want! Did that years ago for one year and regretted it, lost $!

Did you know that you really don't even need to go into one of these investments places to open an…read moreaccount? Just sit at your computer and fill out the forms online and your done. They send you stuff in the mail and your can make deposits via electronic or walking in with checks. Check with each type of Investment type group to find out their minimum deposit before opening an account and sometimes if you are referred by a friend you get extra stuff/trades. If you are new to investing, they have people who will guide you and help you. They will not tell you what to pick to invest in, but they will give you the tools you need to make informed decisions. It may seem scary at first and it does take a while to get use to it, but saving and watching your money grow for your future is very important. A lot of the investment places off free classes which are also great for first time investors. My thought on investing is if you like a company and a lot of people seem to like it, invest in it, even if it's just a few bucks. You can always keep adding more. And that's my tip of the day.

InVestra offers "White glove service" for UHNW in JAX. Could not have done better. Helped me…read morebefore I sold my business and helped me manage my wealth after.

From the owner: InVestra is a distinguished woman-owned, woman-led wealth management firm that focuses on serving…read morehigh-net-worth business owners, individuals and families. Serving clients in 17+ states, InVestra helps navigate complex life transitions, offering extensive guidance for sophisticated investing, estate planning, tax strategies, succession planning, risk management, lifestyle and divorce. As your concierge wealth management firm, InVestra provides comprehensive financial strategies, supported by a team of specialists with diverse financial credentials to deliver tailored solutions addressing the intricate financial needs of families they serve. InVestra is dedicated to excellence, embracing a client-centric philosophy that emphasizes the cultivation of long-lasting relationships based on trust and transparency.