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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

  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management

FAQ

What types of financial planning services do you offer?

We offer a wide range of financial planning services, including retirement planning, investment management, estate planning, tax planning, and insurance planning. Our services are tailored to meet the specific needs and goals of each individual client.

How do you customize financial plans to fit individual clients?

We take the time to get to know each of our clients and understand their unique financial situation, goals, and risk tolerance. We then develop a personalized plan that is designed to help them achieve their objectives and maximize their financial potential.

What are your fees and how are they structured?

Our fees are based on a percentage of assets under management and vary depending on the complexity of the client's financial situation. We believe in transparent and fair pricing, and we work with our clients to ensure that our fees are reasonable and aligned with their financial goals.

What professional qualifications do your financial planners have?

Our financial planners have a variety of professional qualifications, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations. We also encourage our team to pursue continuing education and stay up-to-date on industry trends and best practices.

Can you provide references or testimonials from satisfied clients?

Yes, we have a number of satisfied clients who are happy to provide references and testimonials about our services. We are proud of our track record of helping clients achieve their financial goals, and we are always happy to share their success stories with others who are considering working with us.