About Us
At Jackson Wealth Management, we help clients achieve and maintain a work-optional lifestyle through personalized financial planning and wealth management strategies. With over 29 years of experience, we are committed to providing tailored solutions that align with your personal and financial goals. Our approach focuses on understanding your family, career, recreational interests, and life mission to develop a comprehensive action plan. We specialize in retirement planning, investment strategies, tax-efficient wealth transfer, and financial guidance to ensure your financial security and peace of mind.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 300 W Main Cross St, Findlay,ohio 45840,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.jackson-wealth.com
- Keywords
- Wealth Management, Retirement Planning, Financial Planning, Investment Strategies, Tax-Efficient Strategies, Fiduciary Advisor, Estate Planning, Legacy Planning, Risk Management, Business Succession Planning, Income Distribution Planning, Charitable Giving, Tax Planning, College Savings Plans, Social Security Optimization, Medicare Planning, Asset Allocation, Investment Portfolio Design, Comprehensive Financial Reviews, Life Insurance, Long-Term Care Planning.
- HQ
- Findlay, Ohio
Jackson Wealth Management Questions
Jackson Wealth Management's website is http://www.jackson-wealth.com
Jackson Wealth Management's LinkedIn profile is https://www.linkedin.com/company/jackson-wealth-mgmt
Jackson Wealth Management has
2 employees.
View email and phone details for 2
employees at Jackson Wealth Management.
Jackson Wealth Management's industry is
Investment Management
Jackson Wealth Management's top competitors are
Jackson Wealth Management,
Day One Agency,
Unitedhealthcare,
Jackson Wealth Management, Llc.
Jackson Wealth Management's categories are Investment Management
Jackson Wealth Management's founding year is 2007
