Jac Bentley

Jac Bentley Email and Phone Number

Wealth Manager | Investment Adviser | Financial Advisor | Fiduciary Helping Individuals Plan, Protect, and Enjoy @ Bentley Wealth Management, LLC
marblehead, massachusetts, united states
Jac Bentley's Location
Marblehead, Massachusetts, United States, United States
Jac Bentley's Contact Details

Jac Bentley personal email

Jac Bentley phone numbers

About Jac Bentley

Bentley Wealth Management, LLC, is a Registered Investment Adviser in the Commonwealth of Massachusetts. We provide investment management and securities through our custodian, Folio Institutional, to successful individuals and small business owners.We offer clients unbiased information to help them protect and preserve their assets.• 401(k) Rollovers, IRA Transfers, Job Transitions - Small Business 401(k) Plan Benchmarking and Management• Business Owner Investment and Tax Strategies• Use investment portfolios to earn more return than you are receiving on bank CDs and money

Jac Bentley's Current Company Details
Bentley Wealth Management, LLC

Bentley Wealth Management, Llc

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Wealth Manager | Investment Adviser | Financial Advisor | Fiduciary Helping Individuals Plan, Protect, and Enjoy
marblehead, massachusetts, united states
Website:
bentley-financial.com
Employees:
1
Jac Bentley Work Experience Details
  • Bentley Wealth Management, Llc
    Investment Adviser | Wealth Manager | Company Retirement Plan Fiduciary
    Bentley Wealth Management, Llc Aug 2007 - Present
    Marblehead, Massachusetts
    I tailor financial strategies to suit each client's individual needs, objectives, and retirement goals. I take pride in providing my clients with one-on-one service--no automated phone menus, no need to leave messages with assistants. My clients always have my direct line and personal attention. In addition, I provide fiduciary services for company retirement plans.
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  • Ameriprise Financial Services, Inc.
    Investment Adviser
    Ameriprise Financial Services, Inc. 1998 - 2007
    Greater Boston Area
    Investment Adviser and Financial Planner for individuals and small business owners.
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  • Ameriprise Financial Services, Inc.
    Manager
    Ameriprise Financial Services, Inc. Aug 1999 - Jul 2001
    Greater Boston Area
    Responsible for recruiting, training, and mentoring new financial advisors.
    View

Jac Bentley Skills

Retirement Planning Investments Wealth Management Retirement Estate Planning Finance Financial Planning Life Insurance Disability Insurance Series 7 Fixed Annuities Series 63 Iras Financial Advisory 401k Rollovers Roth Ira Personal Finance Variable Annuities Equity Indexed Annuities Long Term Care Insurance Term Life Insurance Permanent Life Insurance Traditional Ira Investment Strategies Investment Management Job Transition Securities Trading

Jac Bentley Education Details

Frequently Asked Questions about Jac Bentley

What company does Jac Bentley work for?

Jac Bentley works for Bentley Wealth Management, Llc

What is Jac Bentley's role at the current company?

Jac Bentley's current role is Wealth Manager | Investment Adviser | Financial Advisor | Fiduciary Helping Individuals Plan, Protect, and Enjoy.

What is Jac Bentley's email address?

Jac Bentley's email address is jb****@****ywm.com

What is Jac Bentley's direct phone number?

Jac Bentley's direct phone number is +178199*****

What schools did Jac Bentley attend?

Jac Bentley attended University Of Florida, University Of Florida.

What are some of Jac Bentley's interests?

Jac Bentley has interest in Children, Traveling, Civil Rights And Social Action, Education, Environment, Baseball, Tennis, Human Rights, Golf, Arts And Culture.

What skills is Jac Bentley known for?

Jac Bentley has skills like Retirement Planning, Investments, Wealth Management, Retirement, Estate Planning, Finance, Financial Planning, Life Insurance, Disability Insurance, Series 7, Fixed Annuities, Series 63.

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