Neptune Beach, Florida: (904) 247-3406
Jacksonville, Florida: (904) 647-8514
With over 40 years experience in the advisory and investment community.
Maintaining outstanding financial and professional relationships in Jacksonville Florida as well as other states.
Guiding our clients through the labyrinth of tax laws, trust, philanthropy, Social Security planning and more.
Our advisors offer securities and other services through Raymond James Financial Services, a full service brokerage company with headquarters in St. Petersburg, FL.
As we are a Florida company, we are highly focused and completely understand the unique investment concerns and opportunities of Florida residents. We do, however, continue to maintain outstanding financial and professional relationships with individuals from other states and countries as well.
We are committed to guiding our clients through the labyrinth of tax laws, trust, philanthropy, Social Security planning, generational wealth transfers, stretch IRA techniques, and asset allocation wealth management. We also offer insurance planning through Raymond James Insurance Group and Trust Services through Raymond James Trust N.A.
We primarily provide fee based services, with a focus on financial and retirement planning. We act in a fiduciary capacity for our clients and always put the needs of the client first. Within this focus on financial and retirement planning, we include such ancillary areas as asset allocation modeling, legacy wealth transfers, and tax reduction strategies.
While we have no control over market fluctuations, we would like to assure you that we are here to provide you with solutions to your problems and answer any questions you might have. Our staff has the expertise required to assist individuals, families, and companies with assessing and meeting their financial goals.
If you need a financial team to help you meet your planning and retirement goals, need a second opinion, or just have questions, we are here for you.
Education is the key. We strive to educate our clients to enable them to reach their financial dreams.
J. David Pesterfield, Paul Ross and the Staff of Eleven Atlantic, LLc.