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Edward P. Schmitzer, CFP®

Smoak, Davis & Nixon LLP

5011 Gate Pkwy
Bldg 100 Ste 300
Jacksonville, FL 32256-0562
Phone: (904) 396-5831
Fax: (904) 399-8985

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Retirement
  • Sudden Wealth

 

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.