JF
JW Financial Consulting
Planificación de la jubilación con orientación confiable y un cuidado genuino.
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Business
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Planificación de la jubilación con orientación confiable y un cuidado genuino.
JW Financial Consulting, en Mesa, AZ, se especializa en la planificación de la jubilación, orientación sobre la Seguridad Social y estrategias financieras integrales. Los clientes destacan una orientación profesional y práctica, así como un enfoque cálido, cercano como de familia. Descrita como una organización sin fines de lucro que realmente se preocupa por el futuro, JW Financial es un recurso de confianza y una ventanilla única para la planificación personalizada de la jubilación y de las finanzas.
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Estrategias integrales para maximizar los fondos de jubilación, incluida la temporización y la optimización de ingresos.
Asesoramiento experto sobre leyes y opciones para ayudarle a tomar decisiones informadas sobre la Seguridad Social.
Planes personalizados para reducir la deuda y liberar gastos para mayor holgura financiera.
Planificación fiscal creativa para minimizar las obligaciones fiscales y mejorar su salud financiera.
Guía sobre opciones hipotecarias y refinanciamiento para apoyar sus metas a largo plazo.
Calificación general
Kay Whitfield
I would highly recommend J.W. Financial services. They walked me through the process of maximizing my retirement funds and found companies that would put my money to work for me. They also helped me to understand the laws regarding Social Security, which greatly helped in timing my retirement. When I retire in the next year or so, I will be retiring making more per month than I am currently making working full time. This would not have happened without their help. They are friendly and really know their business! They truly are an answer to my prayers!
Heather Klajda
JW Financial is truly one of a kind! They are a nonprofit organization that genuinely cares about your future and takes the stress out of retirement planning. The team is trustworthy, down to earth, and always makes you feel like family—not just another client. They not only helped set up a solid retirement plan, but also helped free up a lot of debt and expenses for my family, giving us peace of mind and financial breathing room. It’s rare to find an organization that combines professionalism with such warmth and personal care. I highly recommend JW Financial to anyone looking for reliable guidance and true support for their retirement journey!
richard cuevas
I was looking to retire and I was nervous, stressed out and didn’t know what to do! I started asking friends if they knew of anyone that they could recommend to me through this very important journey. Several of my friends recommended JW Financial. So I thought I would look into their financial services. I’m so glade that I did they were not just friendly, but they welcomed me to their family! They asked what I wanted to accomplish in retirement? They explained all of my options very thoroughly. After I left the office I felt so comfortable, confident and ready to retire I knew I found the right Financial firm to help me through retirement! I highly recommend JW Financial Services to anyone that is looking for any financial and retirement help. It’s truly the only service that has everything you need under one roof a one stop shop. Thank you and start enjoying retirement:)
Neva Brandenburg
I first met Jerry Whitmire at a Social Security seminar. He impressed me with the down to earth understandable language in explaining the ins and outs of Social Security issues. I am happy to have someone who has time to answer my questions and guide me through the steps that are needed for securing my future. His philosophy is to treat each client as a family member and to provide the best guidance for them. I highly recommend Jerry and everyone in the office for their professional expertise and knowledge.
nery reyes
JW Financial Consulting has been an absolute game changer for me! Their team is professional, knowledgeable, and truly cares about helping clients succeed. whether it’s retirement planning, taxes, mortgages, or coming up with creative strategies. They take the time to explain everything clearly and tailor solutions to my unique needs. I’ve found so much value in their guidance and feel more confident about my financial future. Highly recommend!
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