Find the Certified Financial Planner™
Who's right for you.

Matthew B. Bishop, Sr., JD, CPA/PFS, CFP®

Bull & Bear Capital Advisors, LLC

6817 Southpoint Pkwy
Suite 1003
Jacksonville, FL 32216
Phone: (904) 363-3600
Fax: (904) 224-0441

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

Specialties
  • Arbitration & Mediation
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Bankruptcy
  • Business Taxes
  • Investment Management
  • Corporate Finance
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Startup
  • Succession Planning
  • Long-term Care
  • Special Needs
  • Personal Taxes

 

How Planner Charges

Considerations: As every client is different, I have no fixed rules about income or asset minimums so please call to discuss your unique situation to see if a relationship with my firm would be mutually agreeable.

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