Bringing over 15 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
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5 April, 2017
Here is an Investment Executive article I found pertinent when discussing executor duties and estate planning issues with clients.... Read More
27 March, 2017
Here is an interesting article outlining why it’s important to understand your options when selecting insurance. The process is a ... Read More
My long-time financial advisor retired; I needed to find someone to give my mother and myself advice that also would monitor investments and take the time to be caring and careful. I found Phil Jackson. It has been a good decision as he has provided me with the peace of mind that comes with careful research and advice. Phil came to our homes to offer investment advice on re-structuring two small portfolios, as well as help with completion of the forms. He was patient and answered all of our questions with knowledgeable answers. It has been a good change. Thank you Phil.
Although I have very recently entrusted part of my assets to Mr. Jackson, I have had an excellent experience with him in the management of my best friend’s financial assets. His transparency, clarity, and availability at all times, either by phone or in person, have given me much confidence. He has shown to me that he possesses a strong and profound understanding of the financial markets, and he has the ability to translate them to me in clear terms. As a result of that, I have planned to entrust him with the bulk of my assets as they become available.