JHS Capital Advisors

JHS Capital Advisors Financial planner in Jacksonville
13400 Sutton Park Ct # 1201, Jacksonville, FL 32224

JHS Capital Advisors is a reputable financial planning firm located in Jacksonville, Florida, at 13400 Sutton Park Ct #1201. Known for its comprehensive financial services, this firm helps clients manage their investments, plan for retirement, and achieve their financial goals. Customers have praised the firm for its knowledgeable advisors and personalized approach, contributing to its strong reputation in the local area.

Services Offered

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

Cost Range

The cost of services at JHS Capital Advisors can vary based on the complexity and scope of financial planning required. Typically, clients can expect to pay a percentage of assets under management or a flat fee for specific services. It is advisable to contact the firm directly for detailed pricing information.

Local Tips

• Make an appointment in advance to ensure you have ample time to discuss your financial needs.
• Prepare any relevant financial documents ahead of your meeting to make the most of your consultation.
• Consider scheduling your visit during off-peak hours to receive more personalized attention.

FAQs

What should I bring to my first meeting?

It is helpful to bring financial statements, tax returns, and any relevant documents regarding your financial situation to the first meeting.

How often should I meet with my financial advisor?

The frequency of meetings can vary depending on your financial goals and needs. Typically, advisors recommend at least an annual review, with more frequent meetings if your financial situation changes.

Can I receive financial advice remotely?

Yes, JHS Capital Advisors offers remote consultations for clients who prefer or require virtual meetings.

Are the advisors at JHS Capital Advisors certified?

Yes, the team comprises certified financial planners (CFPs) and other accredited professionals who are equipped to provide expert financial guidance.

America/New_York time zone
average rating from reviews for JHS Capital Advisors: