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Frequently Asked Questions

Yes, we offer versatile services to meet your preferences. Clients can choose between in-person consultations at our office in Jacksonville, Florida; in-home visits; or remote services via video conferencing. Our commitment to flexibility ensures that you can engage with us in a way that works best for you.

Square One distinguishes itself through a unique blend of over 20 years of combined expertise in the financial, insurance, and funeral industries. Our founders, Mark J. Collins and Jason Woodard, left the corporate world to establish a compassionate approach, prioritizing families and community education. We actively engage in community events, free seminars, and initiatives such as food and coat drives, ensuring genuine care and a commitment to helping families make informed financial decisions.

Yes, we are licensed to sell insurance and annuities. Our team at Square One Financial Group comprises certified notary public professionals, ensuring that you receive expert advice and services from qualified individuals in the financial industry. Feel free to reach out for more detailed information or to schedule a free consultation.

Our Testimonials

Real Clients, Real Financial Solutions

Discover how Square One Financial Group transforms lives with our expert financial guidance and services.

Square One Financial Group's approach to life insurance is exceptional. They understood my needs and provided a policy that's perfect for my family.

Federico R.

Client

I had a fantastic experience with Square One's annuity solutions. Their team guided me through the process, helping me choose the right plan for my retirement goals. Their funeral funding plan was thorough and gave us comfort in knowing our needs in the future are taken care of.

Ryan S.

Client

Square One Financial Group listened to my needs and provided a great policy. Their debt action plans are innovative, helping me pay off debts faster while saving for the future. A reliable and trustworthy financial partner!

Philip W.

Client

I'm incredibly satisfied with Square One's life insurance offerings. They tailored a policy to my specific needs, providing comprehensive coverage for my family. Their annuity expertise ensured a stable income for my retirement years. Knowledgeable and amazing customer service!

Keyla D.

Client

Let's Talk!

Reach Out Today to Secure Your Financial Future

Have questions or ready to embark on your financial journey? Our dedicated team is here to assist. Connect with us today and take the first step towards a brighter tomorrow.