Broker Check
Avondale Wealth Advisors

904 Margaret Street

Suite 202
Jacksonville, Florida 32204

(904) 683-6211

Our Products & Services

We provide assistance in the following areas:

Private Weath Consulting

We create a customized plan for every client to address their unique goals. Each plan follows a disciplined methodology that identifies a client's financial objectives and implements strategies designed to fulfill these objectives.

Small to Mid-Sized Business Consulting

AWA partners with small to mid sized businesses to help provide customized retirement plans. We also provide a complimentary reveiw of all employee benefits to make sure you have the appropriate package for your employees.

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance