Hartbay Financial

Hartbay Financial Financial planner in Jacksonville
4567 Atlantic Blvd, Jacksonville, FL 32207

Hartbay Financial is a reputable financial planning firm located at 4567 Atlantic Blvd, Jacksonville, FL 32207. Specializing in a wide range of financial services, Hartbay Financial is dedicated to helping individuals and businesses in Jacksonville achieve their financial goals. With its strategic location and a team of experienced financial planners, Hartbay Financial offers personalized advice tailored to the unique needs of each client. The firm operates within the America/New_York time zone and is highly rated by its clientele, reflecting its commitment to quality service and customer satisfaction.

Services Offered

• Retirement Planning
• Investment Management
• Tax Planning
• Estate Planning
• Wealth Management

Cost Range

The cost for financial planning services can vary based on the complexity of the service required. General estimates for Hartbay Financial's services are as follows:

• Initial Consultation: Complimentary
• Hourly Rate: $150 - $300
• Comprehensive Financial Plan: $2,000 - $5,000
• Annual Management Fee: 0.5% - 1.5% of assets under management

Local Tips

• Schedule your consultation during early weekdays to avoid peak hours.
• Utilize the nearby public transportation options for easy access to the office.
• Visit the nearby cafes and restaurants, such as Bold Bean Coffee Roasters, after your appointment for a quick refreshment.

FAQs

What should I bring to my first consultation?

Bring any relevant financial documents, including tax returns, investment statements, and a list of financial goals.

How often should I meet with my financial planner?

It's recommended to meet at least annually, but you can schedule more frequent meetings if needed to discuss changes in your financial situation.

Is Hartbay Financial a fiduciary?

Yes, Hartbay Financial acts as a fiduciary, meaning they are legally obligated to act in their clients' best interests.

America/New_York time zone
average rating from reviews for Hartbay Financial: