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Dev Goswami, CFP®

Florida Financial Group

4190 Belfort Rd
Ste 300
Jacksonville, FL 32216
Phone: (904) 924-6339
Fax: (904) 281-9022

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Household Income Minimum: $100,000
Investable Asset Minimum: $50,000

Specialties
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Medical & Health Issues

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.