Teller And Associates

Teller And Associates Financial consultant in Jacksonville
5528 Cougar Park Ct, Jacksonville, FL 32244

Teller And Associates is a well-regarded financial consulting firm located at 5528 Cougar Park Ct, Jacksonville, FL 32244. Known for their personalized service and expertise, they cater to both individual and business clients, assisting with financial planning, investment strategies, and wealth management. Operating in the America/New_York time zone, Teller And Associates have earned an average rating from reviews that highlights their commitment to customer satisfaction and financial acumen. Their professional team works closely with clients to tailor financial solutions that meet specific goals and circumstances.

Services Offered

• Financial Planning
• Investment Strategies
• Retirement Planning
• Wealth Management
• Risk Assessment

Cost Range

The cost of services at Teller And Associates varies depending on the complexity and scope of the financial advice required. Initial consultations are often offered at a set fee, while ongoing management services might be billed as a percentage of assets under management or as a flat annual fee. It is recommended to contact them directly for a personalized quote.

Local Tips

• Located in a quiet area of Jacksonville, it is advisable to schedule appointments ahead of time to ensure availability.
• There are several dining options nearby if you wish to grab a meal before or after your consultation.
• Check local traffic reports as the area can be busy during peak hours.

FAQs

What should I bring to my first consultation?

Clients are encouraged to bring any relevant financial documents, such as bank statements, investment portfolios, and tax returns, to help the consultants provide the best advice.

Do they offer virtual consultations?

Yes, Teller And Associates offer virtual consultations to accommodate clients who prefer or require remote meetings.

Is there a minimum asset requirement to work with Teller And Associates?

Minimum asset requirements may vary depending on the services needed. It is best to contact them directly to discuss specific needs and requirements.

America/New_York time zone
average rating from reviews for Teller And Associates: