General Info

Allegiance Financial Advisors, also known as AFA, is a company that offers wealth accumulation planning services in Jacksonville in Florida. It provides wealth management, risk assessment and goal setting solutions. The company prepares detailed quarterly and investment policy statements. Allegiance Financial Advisors offers periodic portfolio rebalancing and evaluation services. It provides access to mutual funds, equities and bond issues. The company also offers risk management and insurance planning solutions. Allegiance Financial Advisors provides cash flow and education funding services. It additionally offers estate and retirement planning solutions. The company provides appointment scheduling services. Allegiance Financial Advisors offers online account access solutions.