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Judson T. Mallini, CFP®, CLU(r)

Mallini Business & Retirement Planning

12428 San Jose Blvd
Ste 1
Jacksonville, FL 32223
Phone: (904) 262-0141
Fax: (904) 262-1863

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Succession Planning
  • Long-term Care
  • 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.