There's something comforting about exploring an unfamiliar city with a guide -- a person who knows the best restaurants, the best lodging, the best things to do and see. It's even better when that guide works only for you and not the restaurants, hotels, and attractions that are anxious to have your money.
Personal finance can seem like a strange and dangerous city sometimes. At TrustWell, we don't sell products and don't receive commissions. We are the financial guide that only works for you and our one goal is to act in your best interest. Americans who work with a financial advisor are nearly 2x more likely than those who don't to say they are confident they'll have enough money to retire.
Personal finance can seem like a strange and dangerous city sometimes. At TrustWell, we don't sell products and don't receive commissions. We are the financial guide that only works for you and our one goal is to act in your best interest. Americans who work with a financial advisor are nearly 2x more likely than those who don't to say they are confident they'll have enough money to retire.
Services
Our Team
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Established in 1987, TrustWell has always been focused on putting clients first. We want you to feel as comfortable as possible when you meet with us, so here is some insight into everyone who makes up the TrustWell Team. Gary founded TrustWell Financial Advisors in 1987 in Gainesville, Florida and moved his practice to Jacksonville in 1990.
Our Services
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Saving and investing is a key part of most everyone's financial plan. Accumulating wealth and then managing it to grow and last for a lifetime is much more challenging. Life is busy and the financial world is complex. Most people find that their greatest talents are in areas other than finance. They don't have the time, knowledge, or the interest in managing the hard-earned money they have accumulated.
Investment Management
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Saving and investing is a key part of most everyone's financial plan. Accumulating wealth and then managing it to grow and last for a lifetime is much more challenging. Life is busy and the financial world is complex. Most people find that their greatest talents are in areas other than finance. They don't have the time, knowledge, or the interest in managing the hard-earned money they have accumulated.
Financial Planning
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No captain leaves port without a harbor chart and no pilot leaves an airport without a flight plan. Yet most Americans pass through life with no well-considered plan for their money. In simplest terms, financial planning is the process of determining where you are now, where you want to be, and the best route for getting there.
Pricing & Fees
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At TrustWell, we don't sell products and don't receive commissions. We only work for you and we believe that you should know exactly what you are paying for so we are completely transparent with our fees. Some clients prefer to just have us help with investment management or financial planning, but most people choose to have us help with both.
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