At Huntley and Gonzalez Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Jacksonville, FL area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Huntley and Gonzalez Wealth Management Group - Ameriprise Financial Services, LLC
Frequently Asked Questions About Huntley and Gonzalez Wealth Management Group - Ameriprise Financial Services, LLC
What is the full name of the financial advisory group located at 10161 Centurion Pkwy N, Ste 105 in Jacksonville?
The group is called Huntley and Gonzalez Wealth Management Group - Ameriprise Financial Services, LLC.
What services does Huntley and Gonzalez Wealth Management Group offer?
They offer services including retirement planning, insurance, investments, education saving, estate planning, tax planning, cash flow management, Christian financial strategies, intergenerational planning, and family finances.
What are the office hours for Huntley and Gonzalez Wealth Management Group?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Huntley and Gonzalez Wealth Management Group by phone?
You can call them at +1 904-801-1670 for inquiries or appointments.
Does Huntley and Gonzalez Wealth Management Group offer online appointments?
Yes, they offer online appointments for client convenience.
Where can I find more information about the credentials of Huntley and Gonzalez Wealth Management Group?
More information is available at FINRA's BrokerCheck website: http://brokercheck.finra.org/
What is a nearby real estate agency that clients might visit when working with Huntley and Gonzalez Wealth Management Group?
Legacy Bridge Realty is a nearby real estate agency that clients might consider when coordinating financial planning with property purchases.
Are there nearby insurance agencies clients can visit after consulting with Huntley and Gonzalez Wealth Management Group?
Yes, clients can visit Aetna or Westfield Group, both insurance agencies located nearby for their insurance needs.
Is there a nearby café where clients can meet informally before or after a financial consultation?
Yes, Centurion Cafe and Grill is a nearby café and restaurant that clients might find convenient for informal meetings.
What online resources and social media does Huntley and Gonzalez Wealth Management Group provide?
They have a LinkedIn page (https://www.linkedin.com/company/ameriprise-financial-services-llc), a Facebook page (https://www.facebook.com/ThomasBradleyHuntleyJrFinancialAdvisor/), and an Instagram handle 'ameriprise'. Their website is https://www.ameripriseadvisors.com/team/huntley-and-gonzalez-wealth-management-group/.