Services Offered
Personalized Financial Planning
Customized financial strategies tailored to individual goals, including retirement, education, and wealth management.
Investment Portfolio Management
Expert guidance on building and growing investment portfolios with a focus on long-term growth and risk management.
Certified Exit Planning (CEPA®)
Specialized services for business owners planning exits or transitions, ensuring financial stability and success.
Retirement Planning
Comprehensive planning for retirement, including savings strategies, income planning, and asset allocation.
Financial Education and Consultation
One-on-one consultations to educate clients on financial topics and help navigate complex investment decisions.
Reviews
5(2 reviews)
D
Daniel Forbush
via Google
over 2 years ago
Outstanding knowledge and personal service is key to this financial advisor's clients. Coming to her will be your first step to bring Wall Street to your street.
A
Adam A Harchaouivia Google
about 8 years ago
Jacqueline knows her stuff. She's an incredible resource for all your financial investment. A subject matter expert to rely on. Thank you and your time for helping us navigate in the financial space that I have no idea about. Highly recommend her to anyone who wants grow their portfolio.
