Occidental Asset Management, LLC
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
Occidental Asset Management is a Registered Investment Advisor (RIA) providing fee-only, fiduciary financial advisory services to clients in the Greater Jacksonville area and across Northeast Florida. We specialize in comprehensive financial planning, investment management, retirement planning, estate strategies, and tax-efficient strategies. Our approach blends traditional financial expertise with behavioral finance, helping clients understand how they think and feel about money and using that insight to design strategies that evolve with their lives.
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13000 Sawgrass Village, Cir Ste 27, Ponte Vedra Beach, Florida, 32082-5021
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814 A1A N, Ste 100, Ponte Vedra Beach, Florida, 32082-3269
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814 A1A North, Suite 100, Ponte Vedra Beach, Florida, 32082
(904) 273-2426