Financial Planners near Fleming Island

Camarda Wealth Advisory Group

4371 US-17 #201, Fleming Island

Sat Closed

“I am a huge fan of Anna Wunderlich, Personal Wealth Advisor, at Camarda Wealth. I’ve worked with 4 or 5 other advisors in the past. Where other financial advisors explain things very technically using fancy finance words, Anna is approachable and flexible in tailoring her communication style to match my needs. She is extremely competent. If we need to dive into anything further or if I have questions, she is always able to provide detailed and thorough information.

Regarding performance, I think we were all hit hard around the pandemic. Camarda Wealth put guard rails in place to quickly adjust strategy when certain conditions are met giving me confidence that my portfolio is protected. I’m very pleased with my account performance.

Another thing I like is the quarterly statements that Camarda Wealth produces. While I can log into my brokerage accounts directly, I appreciate the statements from Camarda Wealth. It puts my entire portfolio together on one page where I can easily understand fund performance.

To summarize—Anna is awesome, I feel protected, +performance and statements that are easy to understand. Let’s go!”

French Capital Management, LLC

13080 Silver Oak Dr, Jacksonville

Sat Open 24 hours

“French Capital Management is the only finance company that I trust to look after my investments. They understand the vulnerability of today's market and advise wisely. They are also a company of high integrity and support the United States Military.”

First Command

590 Wells Rd Suite 2, Orange Park

Sat Closed

“The team at the Orange Park FL office is great to work with they are very professional, knowledgeable and more than willing and capable to assist with any questions that may arise regarding your financial needs.”