Kevin R. Conner
Jacksonville Financial Services DF Group
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $25,000
Minimum client income required: $50,000
Title: Financial Advisor
Offering advice since: 2003
Areas of expertise:
- Annuities
- Business planning
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Real Estate
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Kevin R. Conner:
We take pride in giving unconventional, yet distinctly conservative, investment advice. If you are looking for someone to instruct you to do a 60/40 mix of stocks and bonds, you can find that advice for free on the internet and really feel you shouldn't pay for that.
Rather, we feel we can better help you by customizing, for each individual - based on YOUR expectations, prior investment history and current goals - a tailored plan that is then re-visited each and every 4 months.
Compensation and Fee Structures:
Fee-based Fee-only
Licenses, Certifications & Affiliations:
AAMS (Accredited Asset Management Specialist)
Education:
Bachelors of Science, Appalachian State University
Will provide references upon request?
Yes
Further information about Jacksonville Financial Services DF Group:
(Size of firm: 0-9 advisors)
Contact us for a Jacksonville Financial Services and Jacksonville Life Insurance Advisor to help you map out your financial path in these uncertain times. We specialize in retirement planning (including IRAs, 401(k), annuities), life insurance (term, whole, key-person, long-term care, disability) and investment management (fee-based and fee-only accounts). When it comes to making decisions on Jacksonville, Florida financial investments, let us be your Jacksonville advisor.
Contact Information for Kevin R. Conner
Phone: 904-638-4245
Please support us by letting this advisor know you found them through Boomerater
Fax: 866-756-9506
Address for Kevin R. Conner:
4465 Baymeadows Rd
Suite 7
Jacksonville, FL, 32217
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