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Review Keywords Analysis

NuVenture Financial Group photo
NuVenture Financial Group photo
NuVenture Financial Group photo
NuVenture Financial Group photo
NuVenture Financial Group photo

NuVenture Financial Group

Address: 13241 Bartram Park Blvd Bldg 900, Suite 913, Jacksonville, FL 32258, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Retirement Planning Retirement Income Strategies $150 - $300 Call to Book
Social Security Optimization $100 - $200 Call to Book
Tax Efficient Withdrawals $200 - $400 Call to Book
Investment Advisory Portfolio Management $100 - $250 Call to Book
Asset Allocation Analysis $150 - $300 Call to Book
Investment Strategy Development $200 - $400 Call to Book
Financial Planning Comprehensive Financial Review $150 - $300 Call to Book
Goals-Based Financial Planning $200 - $350 Call to Book
Emergency Fund Strategies $100 - $200 Call to Book
Tax Planning Tax Return Preparation $200 - $300 Call to Book
Tax Strategy Consulting $150 - $250 Call to Book
Tax Liability Analysis $100 - $200 Call to Book
Estate Planning Will Preparation $100 - $250 Call to Book
Trust Formation $200 - $400 Call to Book
Asset Protection Strategies $150 - $300 Call to Book

What people love

From reviews
Clear communication Retirement planning Personalized planning Knowledgeable staff Trustworthy advisors Responsive service Professional team Excellent portfolio management Financial education Thorough process

About this business

NuVenture Financial Group’s mission is to serve God by glorifying Him, seeking circumstances to exercise and exercise all our skills and experiences to become excellent business leaders who can improve the lives and financial well-being of our clients. NuVenture Financial Group asserts that everyone deserves to live the life they envision. We help you establish a plan that tackles your personal and financial worries and accomplishes your ambitions.

Reviews Summary

The reviews of NuVenture Financial Group and its services are especially positive. Two couples describe how their advisors, Bob and Chris, have guided them through retirement planning. Many of the reviews emphasize the personalized attention and limitless support available. The reviews appreciate the ongoing contact and education opportunities for clients. Moreover, the advisors' approach, along with their personal and caring manner, is an advantage highlighted by everyone. The expertise of the group is a repeated refrain in the reviews, as positive that other customers have had, as well. The reviews commend the thoroughness and knowledge of the financial advisors, and how they explain the process clearly. Many reviews note how secure they felt having the advisors take control of their financial future, and proceed with a solid plan. Being part of the NuVenture community is a pleasure to many reviewers, and they comfortably recommend the company to others. Many of the reviews noted following. The company, advisors, and approach have had a significant positive impact for the assets allocated in the company. Young people can come with the assets and live comfortably to be assured of a good retirement.

Frequently asked questions

4 questions
What do NuVenture Financial Group clients say about the work?
Clients frequently praise the team for their personalized approach and expertise in financial planning, particularly highlighting Bob and Chris for their honesty, responsiveness, and tailored strategies that address individual needs. Many reviewers express satisfaction with their retirement planning services.
Does NuVenture Financial Group offer retirement planning services, and how do clients feel about them?
Yes, they provide retirement planning services including retirement income strategies and social security optimization. Clients report feeling reassured and supported, noting that the team tailors plans to individual situations, which has helped many achieve peace of mind about their financial futures.
What services does NuVenture Financial Group offer?
NuVenture Financial Group offers a range of services: Retirement Planning (including Retirement Income Strategies, Social Security Optimization, and Tax Efficient Withdrawals), Investment Advisory (Portfolio Management, Asset Allocation Analysis, Investment Strategy Development), Financial Planning (Comprehensive Financial Review, Goals-Based Financial Planning, Emergency Fund Strategies), Tax Planning (Tax Return Preparation, Tax Strategy Consulting, Tax Liability Analysis), and Estate Planning (Will Preparation, Trust Formation, Asset Protection Strategies).
Where is NuVenture Financial Group located?
13241 Bartram Park Blvd Bldg 900, Suite 913, Jacksonville, FL 32258, USA

Location & directions

Jacksonville, Florida
NuVenture Financial Group
Venture Capital Company
Address
13241 Bartram Park Blvd Bldg 900, Suite 913, Jacksonville, FL 32258, USA
Hours
Closed Now
NuVenture Financial Group Reviews · 4.8 average
2 Reviews
G Google 18
I was locked into a 10year, low yielding, high commission, annuity from a company, Security Benefit that is the subject of numerous lawsuits. My half a million investment just paid me not even 2% this last yearly period,,,absolutely disgusted with this product which I have heard the only attraction was that it paid high commissions to the agents to sell them,,,,now you have high surrendur charges as well to prevent you from getting out.....they also put caps ,,,unbelievably low,,,,to further limit your returns. "Once consumers purchased the annuities, they were locked into them by onerous surrender penalties, by bonus claw-back provisions, and by the very structure of the Synthetic Indices themselves, which were designed to credit interest only at the end of fixed periods ranging from two to five years," the lawsuit reads. STAY AWAY STAY AWAY STAY AWAY
J
Joyce
Love the NuVenture group. My husband and I have been with them for over 1.5 years now and we are headed towards a bright retirement. I didn't think that I would ever trust anyone with my hard-earned money, and Bob and team have guided us through the ups and downs of the market and helped us with our retirement planning. They are great partners.

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