Member Details


Name:  Jeffrey McDermott 

Job Title:  Mr.

Guild:   Insurance and Financial Services


Company:  Create Wealth Financial Planning


Address:

13241 Bartram Park Blvd #605

Jacksonville, Florida  32258


Work Phone:  19042013227


Email: jeff@createwealthfp.com


Independent financial planning and registered investment advisory firm. Comprehensive financial planning services, including goal prioritization, investment management, insurance planning, tax and estate planning, and small business owner support. Services are built for mid-career professionals juggling multiple goals, with experience working with retired and near-retiree clients as well.

Professional Designations:

CFP, CSLP


Awards: