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![]() CAPITAL ANALYSTS OF JACKSONVILLE, FLORIDA, INC. is a locally owned full-service fee-based financial planning firm. Shareholders are R. Bruce Ogier, Sheryl P. Bordelon, Mark A. Mouro and M. Elaine Hall. Services include personal financial planning, pre- and post-retirement planning, investment planning and asset management, wealth management, risk assessment and management, insurance counseling, business continuity, employee benefits, qualified retirement plans, estate planning and charitable planning. Clients served range from corporations to owners of closely held businesses to executives to self-employed professionals and to financial families of exceptional wealth. Securities and Investment Advisory Services offered through Capital Analysts Incorporated, Member FINRA/SIPC. Capital Analysts Incorporated and Capital Analysts of Jacksonville are independent non-affiliated entities.
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