Dorsa Consulting

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Jacksonville, FL area, Lisa Puttick will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Douglas Capital Management Inc in Jacksonville, FL is a distinguished wealth advisory firm catering to businesses, institutions, and individuals seeking comprehensive financial planning services. With a focus on alternative investments, banking solutions, and estate planning, their experienced team provides personalized strategies to help clients achieve their long-term financial goals. Offering a range of services including corporate retirement plan consulting and fixed income solutions, Douglas Capital Management is dedicated to guiding clients towards financial success and security. Their commitment to thoughtful accountability and expertise in wealth management makes them a trusted partner for those looking to navigate the complexities of wealth preservation and growth.Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Jacksonville, FL area, Lisa Puttick will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.