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Christmas without Cash Palatka FL

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Palatka, FL. We have compiled a list of businesses and services around Palatka, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Mr. William R. Mutchie, CFP®
(386) 325-9072
512 South Palm Avenue
Palatka, FL
Firm
Edward Jones
Areas of Specialization
Budget Development, Debt Management, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Bank of America - Lake Grove
(386) 698-3445
913 N Summit St
Crescent City, FL
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-6
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 8-5
Tuesday 8-5
Wednesday 8-5
Thursday 8-5
Friday 8-6
Saturday Closed
Sunday Closed

Jane Marchand
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, BA

Edward Rose
Bayside Wealth Management, LLC
(850) 437-0210
3 West Garden Street, Suite 710
Pensacola, FL
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, Advising Entrepreneurs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Roman Franklin
Franklin Financial Planning, Inc.
(407) 562-1926
801 International Parkway, Suite 500
Lake Mary, FL
Expertises
Ongoing Investment Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Real Estate Investments, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, RFC

Bank of America - Palatka
(386) 328-4627
620 S Highway 19
Palatka, FL
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-6
Saturday 9-1
Sunday Closed
Drive Up Hours
Monday 8-5
Tuesday 8-5
Wednesday 8-5
Thursday 8-5
Friday 8-6
Saturday 9-1
Sunday Closed

Chris Daunhauer
TrustWell Financial Advisors
(904) 996-7800
8825 Perimeter Park Blvd., Suite 304
Jacksonville, FL
Expertises
Cash Flow/Budgets/Credit Issues, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, M.Ed., MBA

Victor Cannillo
Baron Financial Group, LLC
(941) 922-1365
1990 Main Street, Suite 750
Sarasota, FL
Expertises
Retirement Planning & Distribution Rules, Real Estate Investments, Special Needs Planning, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor

Michael Koenig
FirsTrust, LLC
(561) 477-3232
2385 Executive Center Drive, Suite 100
Boca Raton, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, CFP®

Mary Baldwin
Mary E. Baldwin, CFP
(321) 722-0511
1735 West Hibiscus Boulevard, Suite 200
Melbourne, FL
Expertises
Ongoing Investment Management, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

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