Dev Goswami, CFP®

Dev Goswami, CFP® Financial consultant in Jacksonville
14420 Serenoa Dr, Jacksonville, FL 32258

Dev Goswami, CFP® is a highly regarded financial consultant based in Jacksonville, Florida, dedicated to helping clients achieve their financial goals. Located at 14420 Serenoa Dr, Dev provides comprehensive financial planning services, leveraging his expertise as a Certified Financial Planner™ to offer personalized advice tailored to individual client needs. Operating Monday through Friday from 9 AM to 5 PM, Dev is committed to delivering exceptional service and fostering long-term relationships with his clients. With a focus on clarity and trust, Dev Goswami is a go-to resource for anyone seeking expert guidance in financial planning.

Services Offered

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

Cost Range

Dev Goswami offers customized financial plans, and pricing can vary based on the complexity of the services required. Typically, services are billed either on an hourly basis, ranging from $150 to $300 per hour, or as a flat fee for comprehensive planning, which can range from $1,500 to $5,000.

Local Tips

Jacksonville, known for its thriving business environment, offers a unique market for financial planning. Clients in this area benefit from a diverse economy, making it crucial to have a tailored approach to financial planning. Dev's local insights can help navigate the specific economic factors of Jacksonville.

Frequently Asked Questions

What should I bring to my first consultation?

It's helpful to bring any recent financial statements, tax returns, and a list of your financial goals to your initial meeting with Dev.

How often should I review my financial plan?

It's recommended to review your financial plan at least annually, or more frequently if you experience major life changes such as marriage, retirement, or career shifts.

Is Dev Goswami accepting new clients?

Yes, Dev is currently accepting new clients. It's best to schedule an appointment in advance to ensure availability.

Contact Information

For inquiries or to schedule a consultation, please contact Dev Goswami at his office location or call during business hours.

Monday: 9AM-5PM | Tuesday: 9AM-5PM | Wednesday: 9AM-5PM | Thursday: 9AM-5PM | Friday: 9AM-5PM | Saturday: Closed | Sunday: Closed
America/New_York time zone
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