Personalization
When we develop a financial plan, including an investment plan, we dig deep to understand the client’s individual needs, wants, goals and timetables.
Empathy
We truly listen to our clients, ensuring that the client feels understood. We demonstrate that WE CARE. Other financial advisors may have an agenda of selling products and do not sincerely listen to their clients.
Knowledge
Our Founder and active Chief Executive Officer/Chief Investment Officer, George P. Jackson, MBA, CPA, CFA®, CFP®, CMT®, CLU®, ChFC® is a credentialed investment advisor.
One of the Best*
George Jackson has been listed as one of the best wealth advisors across the country by Forbes in both 2018, 2019, 2020, 2021 , 2022 & 2023
Fiduciary vs. Suitability: What’s The Difference?
We have a fiduciary responsibility to our clients. We must, by law, do what is in the best interest of our clients.
Our straight-forward approach of building long term relationships with our clients founded on trust allows Jackson Wealth Management to aim for providing the best service available. As an advisor we work take the time to get to know you so the solutions we offer help you reach your unique financial goals.
If you have any questions or would like to discuss whether Jackson Wealth Management is right for you, we’d love to hear from you. Call or send us an email to schedule a no-obligation initial conversation.
755 Primera Blvd, Suite
(407) 585-0235(800) 578-3181
(407) 585-0237
