First Coast Financial Group

First Coast Financial Group is a Financial Planner in Fruit Cove, FL, located at 7406 Fullerton St UNIT 102. It holds a rating of 5.00 based on 0 reviews.

The firm was co-founded in 2004 by President Bill Aldrich, who has worked in the industry since 1986. Aldrich holds a bachelor’s degree in mathematics from the University of North Florida and is a Chartered Life Underwriter (CLU®). He is an Investment Adviser Representative with a Series 65 license and is insurance licensed in Florida for life, health, and variable annuities.

First Coast Financial Group serves clients in the Jacksonville and St. Augustine areas, focusing on retirement, estate, and business planning. The firm offers the Voyager Plan, a wealth management service that includes financial plan documents covering investments, income, taxes, and estate planning. The service provides active portfolio management with unlimited advisor access for regular reviews and direct communication.

Clients receive exclusive benefits, including invitations to workshops and events focused on financial strategies. The firm also provides market analysis and updates through its Market Watch video series to help clients navigate market volatility.

BizScoreAI awarded a Technical score of 91 out of 100, ensuring the website is secure and readable for search engines. The Content Quality score of 75 out of 100 reflects clear descriptions that answer customer questions and can be quoted by AI assistants. The business ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in Fruit Cove.