Mainstay Capital
Financial Services - Middleburg, Florida, United States
Mainstay Capital Employees
Mainstay Capital Details
Mainstay Capital is dedicated to serving our local community through dedicated, honest, and transparent relationships. The financial life, investments, and decisions of our clients are our highest priority. We are a small firm located in Jacksonville, FL. Most of our clients are small business owners or professionals looking to make wise financial decisions and ultimately achieve their financial goals. We do this through face-to-face meetings (virtual sometimes!) between a financial advisor and client. Building long term relationships with our clients is the key to understanding their needs. We offer investments services that align with our philosophy of diversifying quality investments using a value investing framework. This often means holding investments for a long period and focusing on goals many years into the future. These investments include stocks, bonds, mutual funds, Roth and Traditional IRAs, as well as advisory services, and estate considerations.Together we confidently develop strategies for every stage of life; saving for their child's education, living a comfortable retirement and eventually the transfer of their wealth.
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