Financial Advisors in Jacksonville Beach, Florida (Duval County)

Stephen Faries, JD, MBA
MFFM offers a wide variety of services to meet the financial objectives of individuals and businesses. The firm works closely with clients to determine their needs and then recommends suitable strategies and actions. MFFM is an independent Registered Investment Advisor. MFFM is a preferable alternative to banks and brokerage firms for individuals who are looking to integrate estate planning, income tax planning and charitable gifting on an ongoing basis into the investment management of their assets. At MFFM, we work with individuals who want special care and attention in the management of their financial assets.... See More

Specialize in helping employees understand and make use of their retirement benefit plans, including pensions, 401k's, 457's, 403B's, SEP's, etc.
Also specialize in helping parents choose and use 529 college saving plans for their child's college education.... See More

Founded in 1969, Koss Olinger Financial Group, Gainesville, Florida offers professional wealth management services. Whether it is Financial Planning, Financial Consulting, Investment Service, or Personal Financing, they leverage their resources and vast experience to serve their clients’ through their trademarked process, The Wealth Navigator System. This is done with the aim of enabling clients reach their current and future financial goals. The company is a member of FINRA/SIPC and is SEC-registered.... See More