We learned years ago, we cannot be all things to all people, but we can be everything to some people.
We work primarily with individuals, business owners, doctors, corporate executives, professionals, farmers and retirees, who among other things, aspire to achieve financial independence.
Holly Jensen and Bob Bennett developed the Compass Process to address and unify all those needs. The Compass Process focuses on where you are now and where you want to be in the future. We consider your life events as they evolve and your needs as they unfold. We align all aspects of your financial roadmap, giving you direction, purpose, and guidance.
Finding the right team to manage your wealth isn't easy. If it sounds like we might be a good fit for you, your family, and your wealth, we invite you to connect with our team.
Company Details
- Employees
- 1
- Address
- 1701 Woodlands Dr,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Investment Management, Risk Management, Retirement Planning, Education Planning, Estate Planning, Tax Planning.
- HQ
- Maumee, Ohio
Bennett Jensen Personal Wealth Advisors Questions
Bennett Jensen Personal Wealth Advisors's website is https://www.thebennettjensengroup.com/
Bennett Jensen Personal Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/bennett-jensen-personal-wealth-advisors
Bennett Jensen Personal Wealth Advisors has
1 employees.
View email and phone details for 1
employees at Bennett Jensen Personal Wealth Advisors.
Bennett Jensen Personal Wealth Advisors's industry is
Financial Services
Bennett Jensen Personal Wealth Advisors's top competitors are
Epic,
Raising Cane's Chicken Fingers,
Prospera Financial,
Trust Company Family Offices,
The Tyack Law Firm Co., L.p.a.,
Wheeler Staffing Partners.
Bennett Jensen Personal Wealth Advisors's categories are Financial Services
