Citiwide Financial Services Inc

Citiwide Financial Services Inc Financial planner in Jacksonville
9978, 6 Baymeadows Rd #6, Jacksonville, FL 32256

Citiwide Financial Services Inc, located at 9978, 6 Baymeadows Rd #6 in Jacksonville, FL, offers comprehensive financial planning services tailored to meet the unique needs of their clients. With convenient hours Monday through Friday from 9 AM to 7 PM and Saturday from 10 AM to 2 PM, they provide flexible appointment options to accommodate busy schedules. While the business is closed on Sundays, their dedicated team of experienced financial planners is committed to helping clients achieve their financial goals through personalized strategies and expert advice.

Services Offered

• Retirement Planning
• Investment Management
• Tax Planning
• Estate Planning
• Insurance Consulting

Local Tips

• Located in the bustling Baymeadows area, there are several dining and shopping options nearby if you need to grab a meal or run errands before or after your appointment.
• Parking is readily available in the area, making it convenient for clients traveling by car.

FAQs

What should I bring to my first appointment?

It's helpful to bring financial statements, tax returns, and any existing financial plans or documents that can provide insight into your financial situation.

Do I need to schedule an appointment?

While walk-ins are welcome, scheduling an appointment is recommended to ensure you receive dedicated time with a financial planner.

How can I get in touch with Citiwide Financial Services Inc?

You can contact them directly at their office during business hours for inquiries or to schedule an appointment.

Customer Experience

Citiwide Financial Services Inc is known for their personalized service and commitment to helping clients achieve financial success. Clients appreciate the knowledgeable staff and the tailored financial strategies provided to meet individual needs.

Monday: 9AM-7PM | Tuesday: 9AM-7PM | Wednesday: 9AM-7PM | Thursday: 9AM-7PM | Friday: 9AM-7PM | Saturday: 10AM-2PM | Sunday: Closed
America/New_York time zone
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