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Serenity Wealth Management
Des conseils financiers personnalisés à Chicago qui grandissent avec vous.
5(5 avis)
Business
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Des conseils financiers personnalisés à Chicago qui grandissent avec vous.
Serenity Wealth Management à Chicago propose une planification financière personnalisée avec une touche personnelle. Les clients apprécient une communication réactive, des objectifs pris au sérieux et des conseils qui les accompagnent là où ils en sont. L'équipe fournit des analyses de marché claires et des stratégies pratiques qui, avec le temps, renforcent les investissements, réduisent les dettes et font croître les économies.
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Des stratégies personnalisées pour le budget, l'épargne, la réduction de la dette et des objectifs à long terme, adaptées à votre situation unique.
Portefeuilles d'investissement personnalisés et analyses de marché pour optimiser les rendements et les aligner sur vos objectifs financiers.
Planification complète de l'épargne-retraite, y compris 401(k), IRA et d'autres véhicules d'investissement.
Sessions éducatives interactives sur des sujets tels que l'accroissement du patrimoine, les bases de l'investissement et la sécurité financière.
Accompagnement consultatif continu par téléphone, par SMS ou lors de réunions pour répondre à des questions rapides et à l'évolution de votre situation.
Jason provides great communication and clear results with my finances. He lends a personal touch that makes your best interests feel at heart
Jason is an incredible financial advisor especially for people in their 20s and 30s who often get overlooked by traditional advisors. From the very beginning he’s treated my goals seriously and never made my wife and I feel “too small” for good advice. Whether it’s a quick question about budgeting, job offers, planning to move homes, or bigger long-term strategies, he’s always just a phone call or text away and quick to respond. It’s rare to find someone who combines real expertise with genuine care, but Jason does both. If you’re looking for a trusted partner who will meet you where you are and help you grow, Jason is the one to call.
An amazing group of people. Very well-rounded and really will help you to figure out what you need to achieve the success that you are looking for. Their financial planning services are very approachable and easy to follow
Jason and Serenity Wealth Management have been instrumental in transforming my financial landscape over the past few years. From the beginning, Jason took the time to understand my unique situation and continually provides tailored advice based on my long-term financial goals and evolving life circumstances. After multiple discussions, he was very thorough with analyzing my financial situation and future objectives. Previously, I had used automated investment platforms to manage my portfolio (Acorns, Robinhood, Titan), and the results could be described as ‘meh.’ With Jason’s guidance I now have a stronger investment strategy, improved results, reduced debt, and increased savings. Aside from this objective improvement to my balance sheet, Jason has strengthened my financial literacy with his clear market analyses and investment recommendations. He always takes the time to listen to my questions (big or small) and I am confident that he has my best interests in mind. I am in a completely different financial place now compared to where I was two years ago, thanks to Jason’s expertise. I only wish I had reached out to Serenity Wealth Management sooner. However, I am looking forward to the years ahead!
Richard Little was a dynamic and engaging speaker at our financial investment workshop. His expertise as a financial advisor is undeniable. Through an interactive presentation he created an environment that engaged the audience throughout the session and delivered real-life takeaways. We received numerous comments from our members that the presentation was helpful insightful and with a content that can be applied to building financial security and wealth. Everyone left feeling excited and motivated to act.
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