Jonathan Gruber Email & Phone Number

As a Financial Planner, I service the financial needs of individuals and businesses while looking to build long-term relationships. I collaborate with clients to determine their financial goals and navigate through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, we dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, I can identify solutions for specific needs or build and implement a financial plan that help put my clients in the best position to succeed.“When it comes to preparing for the future, it’s important to work with someone who has the foresight and resources to help you navigate life’s changes successfully.”I am licensed to sell insurance and securities in several states. Licenses and registrations will vary. Please contact this office for further information.*Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Bartlett Wealth Management and Cambridge are not affiliated.The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Bartlett Wealth Management, Inc makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Listed skills include Retirement Planning, Investments, Mutual Funds, Pensions, and 13 others.