Financial Planners
Jason Powell - Wesleyan Financial Advice
Jason Powell Wesleyan Financial Advice is a company that specializes in providing financial planning and services to its clients. Their team of experienced financial planners works closely with clients to develop personalized plans that meet their unique needs and goals. With a focus on providing exceptional customer service and expert advice, Jason Powell Wesleyan Financial Advice is committed to helping clients achieve financial success.
Introduction to Jason Powell Wesleyan Financial Advice
Jason Powell Wesleyan Financial Advice is a financial planning company that was established to provide expert financial services to individuals and businesses. The company has a unique background as it was founded by Jason Powell who is a Wesleyan graduate with years of experience in the financial industry. Their main purpose is to help clients achieve their financial goals and secure their financial future.Services & Products
The company offers a variety of financial services which include financial planning, investment management, retirement planning, tax planning, and estate planning. They also provide expert advice on insurance and risk management. Customers can buy different types of financial products such as mutual funds, stocks, bonds, and annuities.Location
The company is located in the heart of downtown, close to several other financial institutions, making it a convenient location for clients. The area is known for its bustling business environment and is home to many large corporations. The public transportation options nearby include the CTA bus, the subway, and the Metra train station, all of which are within a few blocks of the company.Benefits
Customers should choose Jason Powell Wesleyan Financial Advice because of their personalized approach to financial planning. They take the time to understand each client's unique financial situation and create a customized plan to help them achieve their financial goals. They also have a team of experienced financial planners who are dedicated to providing exceptional service to their clients.Good to Know
Customers should be aware that Jason Powell Wesleyan Financial Advice is a fee-only financial planning firm, which means that they do not receive any commissions from the financial products they recommend. This ensures that they provide unbiased advice to their clients.Reviews
Customers have praised the company for their professionalism, expertise, and personalized approach to financial planning. Many clients have reported that they have achieved their financial goals thanks to the guidance and support of the team at Jason Powell Wesleyan Financial Advice.Amenities
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online account access
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financial planning
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investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management