TrustWell Financial Advisors

TrustWell Financial Advisors We are independent, fee-only advisors offering investment management and financial planning services

In our Kingdom Advisors meeting this morning we got to hear from Jeff Haanen, Jason Malec, and Albert Chen who dove deep...
05/14/2026

In our Kingdom Advisors meeting this morning we got to hear from Jeff Haanen, Jason Malec, and Albert Chen who dove deep into AI. The tools at our disposal are ever-improving, but as one of our attendees reminded us today, AI's knowledge pales in comparision to God's!

As always, Jim Wise shared some great wisdom this morning with us during our Kingdom Advisors study group. He reminded u...
04/09/2026

As always, Jim Wise shared some great wisdom this morning with us during our Kingdom Advisors study group. He reminded us that we all must be careful, as we personally become more successful, that we do not follow in Saul's footsteps of bringing glory to self rather than God.

The tomb is empty! Happy Easter to you and your loved ones!
04/05/2026

The tomb is empty! Happy Easter to you and your loved ones!

We enjoyed hearing from John Cortines this morning at our monthly Kingdom Advisors study group. He gave a great illustra...
03/12/2026

We enjoyed hearing from John Cortines this morning at our monthly Kingdom Advisors study group. He gave a great illustration about building a financial house based on God's Word. Walls of gratitude, contentment, trust and love that will protect us from attacks of the enemy!

In our Kingdom Advisors meeting this morning we were encouraged by Reagan Rose to create a "Well Done Statement" for our...
01/08/2026

In our Kingdom Advisors meeting this morning we were encouraged by Reagan Rose to create a "Well Done Statement" for ourselves, but also consider walking our clients through making one. The goal is to be intentional about your goal setting and track how you are doing to accomplish the valuable blessing of "Well done!"

Address

8825 Perimeter Park Boulevard Ste 304
Jacksonville, FL
32216

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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