At JP Financial Group, having fun and keeping the environment non-threatening is important. We do this in our workshops, dinner seminars and client events… including our signature “Women, Wisdom, and Wealth~Why Not! Seminar. Attendees often say our seminars are “fun engaging and pampering events”. The events not only provide an education forum, but a social network and emotional connector for you and other women.
JP Financial Group has the support and resources of numerous competitive financial carriers offering the industries’ strongest fixed and index annuities, life insurance, long-term care insurance, and Medicare supplements. We have a result driven cash flow management program that allows s us to address all of the facets of a strong wealth building plan. We partner with top notch marketing and administrative support organizations allowing JP Financial Group the opportunity to do what we enjoy most, developing intimate relationships, listening and responding to your needs and discovering your unique desires and motivations for financial peace of mind.
Unlike many advisors, our focus is not on the product or the market volatility but instead, we help you understand “Why”… why you do what you do, why you work, why you save money, why you provide for your children, take care of your parents, support your husband, build businesses, and provide services to the community. Next, we help you, our client; understand “How”… how to accomplish your financial goals and dreams.
JP Financial Group looks forward to establishing and cultivating a long-term relationship with you and your family.
Company Details
- Employees
- 10
- Address
- 5821 Fairview Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- jpfinancialgroupllc.com
- HQ
- Charlotte, North Carolina
Jp Financial Group Questions
Jp Financial Group's website is jpfinancialgroupllc.com
Jp Financial Group's LinkedIn profile is https://www.linkedin.com/company/jp-financial-group-llc
Jp Financial Group has
10 employees.
View email and phone details for 10
employees at Jp Financial Group.
Jp Financial Group's industry is
Financial Services
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Jp Financial Group's categories are Financial Services
