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Home > Financial Planner Directory > Florida > Jacksonville > Joseph J. Maltese, CFP®, ChFC, CLU
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Joseph J. Maltese, CFP®, ChFC, CLU

Allegiance Financial Advisors, Inc.

3112 Saint Johns Bluff Rd S
Jacksonville, FL 32246-3712
Phone: (904) 642-4401 x118
Fax: (904) 680-5035

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Household Income Minimum: $80,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs

 

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.