First Coast Financial Group of Jacksonville

First Coast Financial Group of Jacksonville is a financial planner in Jacksonville, FL, located at 7406 Fullerton St UNIT 102. The firm provides wealth management and financial planning services to individuals and families in the Jacksonville and St. Augustine areas. Since 2004, the team has focused on helping clients navigate retirement, estate, and business planning. The firm holds a 5.00 rating based on customer reviews.

The firm offers the Voyager Plan, a comprehensive financial planning and wealth management service designed as a long-term partnership. This service covers major financial areas including investments, income, taxes, and estate planning. Clients receive direct access to their advisors and are invited to client appreciation events and workshops, including partnerships with groups like the Jacksonville Sharks. For those seeking initial information, the firm also provides a no-cost Navigator Plan.

The professional team includes co-founder Bill Aldrich, an Investment Adviser Representative and Chartered Life Underwriter who has worked in the industry since 1986. The team also includes a Certified Financial Planner who joined the firm in 2018. To support their investment strategies, the firm partners with Brookstone Capital Management to utilize institutional-level money management and tactical portfolio shifts. The firm's approach focuses on risk-appropriate portfolio construction rather than market timing. Clients can engage with the team through in-person meetings, phone calls, or virtual appointments.

The office sits on Fullerton Street, just about a mile from Julington Creek and near the Southside Boulevard highway.

BizScoreAI gave the site a Technical score of 87 out of 100, which ensures the website is secure and easy for search engines to read. The Content Quality score is 75 out of 100, meaning the pages clearly answer customer questions so AI assistants can quote them directly.

Services:

• Financial Planning
• Navigator Introductory Retirement Assessment
• Retirement Income Strategies
• Voyager Long-Term Retirement Planning
• Wealth Management