JBJ Invest is an independent financial planning and Registered Investment Advisory (RIA) firm based in Charleston, South Carolina.
At JBJ Invest, we are focused on providing clients with portfolio management and comprehensive financial planning solutions. We accept clients from all walks of life, but we specialize in working with dentists, physicians and small to medium business owners who are often too busy running a business to grapple with the complexities of investing and retirement planning for both themselves and their employees.
While we are based in Charleston, South Carolina, we provide professional services to clients in over 40 different states. No matter the distance, we are committed to building long-term relationships with our clients through our high service standard, industry insight and expertise.
Company Details
- Founded
- -
- Address
- 701 E. Bay Street, Suite 305,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.jbjinvest.com/
- Keywords
- Investment Management, Retirement Plan Consulting, Portfolio Management, Specialized Financial Planning, Asset Allocation.
- HQ
- Charleston, SC
Jbj Invest Questions
Jbj Invest's website is http://www.jbjinvest.com/
Jbj Invest's LinkedIn profile is https://www.linkedin.com/company/jbjinvest
Jbj Invest's industry is
Financial Services
Jbj Invest's categories are Financial Services
Jbj Invest's founding year is 2012
