Jackson Wealth Management, LLC - Findlay, Ohio

Jackson Wealth Management, LLC

Una empresa de asesoramiento financiero con sede en Findlay, Ohio, que ofrece servicios de inversión, planificación financiera y consultoría financiera.

Características y servicios

Jackson Wealth Management, LLC ofrece una variedad de servicios de asesoramiento financiero, incluyendo:

• Asesoramiento financiero
• Consultoría financiera
• Servicios de inversión
• Representación de acciones y bonos
• Planificación financiera

Ubicación

La empresa tiene su sede en 300 W Main Cross St, Findlay, OH 45840.

Teléfono y página web

Puedes contactar a Jackson Wealth Management, LLC llamando al 942-3778 o visitando su sitio web en jackson-wealth.com.

Especialidades

Las especialidades de la empresa incluyen:

Financial advisor, Financial consultant, Financial institution, Financial planner, Investment service, Stock broker

Otros datos de interés

La empresa cuenta con servicios en línea, estacionamiento gratuito y accesibilidad para personas con discapacidad.

Opiniones

Los clientes han elogiado a Jackson Wealth Management, LLC por su profesionalismo, atención personalizada y conocimiento en el campo financiero.

Esta empresa ha obtenido una media de 4.8/5 estrellas en Google My Business, demostrando su compromiso con la satisfacción del cliente.

👍 Reviews of Jackson Wealth Management, LLC

Keith C.

5/5

Brent and I have been working together to assure that I have the best financial coverage necessary for each stage of my life. I have known Brent since the early 80’s and he has always been professional and has my best interests in mind. Now he has grown to own his own business and has hired some of the best people that I have ever had the pleasure of working with!

Salena M.

5/5

I’ve been with Brent Jackson from when he first started out in finance and before he even got his present office. He has handled my then minor daughter’s inheritance and completely guided me every step of the way in my retirement journey. He personally answers all my calls and concerns and makes me feel safe and secure. I trust his judgement 1000%!! He goes over and above to help in every way possible. I give him a million stars!! Thank you so much!!

Edward V.

5/5

Brent, and one of his colleagues we worked with, has been most helpful in providing financial guidance to my wife and myself. I recommend Jackson Wealth Management.

Gabrielle M.

5/5

We love Brent and his entire wealth management team. They’ve been very beneficial in our wealth management and success . We believe in them so much we have family members who have trusted Brent and his team with their money requirements. Gabrielle and David Miller

Cathy H.

5/5

Brent Jackson and his team have been very attentive to the needs of my mother and created a plan of action to address the many components of financial stability. Each year they review her goals, the progress of investments, and the action plan going forward. Brent is very thorough, listens well to our requests and explains things well when questions arise.

Ryan M.

5/5

I had the pleasure of working at Jackson Wealth for almost two years from 2019-2021. Brent and his team are experts in investment management, retirement planning, financial planning, and assisting clients in meeting their financial goals. Being that JWM are fiduciary advisors - having a legal obligation to put client interests above their own - they have helped many clients reach their financial goals and beyond. Brent and his team stand out due to their passion for serving people and dedication to seeing financial goals met. I highly recommend Brent and his team if you are nearing retirement or are looking to meet your financial goals.

Dani H.

5/5

Brent and Sharon at Jackson Wealth Mgmt are simply the best! Wonderful partners and advisors to make sure I am making the best choices with my retirement savings so I can be set up for success to maintain my current lifestyle when that time comes. I would highly recommend to anyone I know!

Kim K. T.

5/5

The entire team is amazing. They take very seriously the responsibility of managing your wealth. They are all in in helping you achieve your dreams and goals. They actually get to know you as a person and truly care about you as an individual. If I could rate them higher I would. Best decision I ever made!