Anthony J. DeBellis,  CFP<sup>&reg;</sup> - Financial Advisor

Anthony J. DeBellis, CFP®

Financial Advisor

7462 Lawn Tennis Ln
Jacksonville, FL 32277
(904) 607-5990

General

Anthony DeBellis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Jacksonville, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 24, 53, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: FL, GA, NY
  • Health/disability insurance: FL, GA, NY
  • Property/casualty: FL, GA, NY
  • Fixed annuities: FL, GA
  • Variable annuities: FL, GA

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Job Loss, Retirement, Life Planning, Startup, Succession Planning, Starting a Family, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes

More

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