Financial Pros in Jacksonville, FL
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Showing 3 of 3 professionals
Pro+
Verified Professional
Sofia Ellis helps Jacksonville families and business owners protect assets, plan for the future, and transfer wealth with clarity and compassion.
Estate Planning (Wills & Trusts)Probate ServicesAsset ProtectionBusiness Succession Planning
CPACRS
Jacksonville Beach, Riverside, Avondale, San Marco, Ponte Vedra Beach, Mandarin
Pro+
A residential real estate advisor helping buyers and sellers navigate important property decisions with clarity, strategy, and local insight.
Residential Buying & SellingFirst-Time Homebuyer ProgramsRelocation ServicesInvestment Property Advisory
CRS
Jacksonville Beach, Riverside, Avondale, San Marco, Ponte Vedra Beach, Mandarin
Verified Professional
A trusted wealth advisor helping families and business owners make confident, tax-aware decisions for today and the future.
Financial Planning (Comprehensive)Retirement PlanningTax-Aware PlanningInvestment Planning
CFP®
Jacksonville Beach, Riverside, Avondale, San Marco, Ponte Vedra Beach, Mandarin