Jesse M. Email & Phone Number
Who is Jesse M.? Overview
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Jesse M. is listed as Founder and CEO at LongView Wealth Group, a company with 2 employees, based in Naples, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jesse M..
Jesse M. previously worked as Vice President at Global Planning Partners. Jesse M. holds Bachelor'S Of Science, Legal Studies And Criminal Justice from Florida Gulf Coast University.
Email format at LongView Wealth Group
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About Jesse M.
Most people hear “Financial Planning & Wealth Management” and think “Confusing + Intimidating + Snoozefest”.I used to think Advisors were only for the Ultra-High-Net-Worth, top .1% of the population.I then asked myself – How do you think they got there? By making poor money decisions? Nope. They surround themselves with mentors, who guide and chart their path to success.Why should you be any different?These concepts are for everyone – and it’s not nearly as complicated as you may think. I was taught financial literacy from a young age (super thankful), yet oftentimes I still had to learn the hard way how impactful well informed money decisions could be. That’s why I became an advisor: to help others navigate their financial journey with confidence.People often only think about their finances during major life shifts:⏳ Career shift: Job Change? What to do with an old employer’s retirement plan? Happy to review.🔑 Life events: Marriage, buying a house, new baby, divorce, or inheritance? I’ve got you covered.✅ Existing advisors: Looking for a fresh perspective? Second set of eyes to review? I'm here to help.These are a few of the many common scenarios.My goal is to help you understand your financial situation and work together to create a personalized plan to reach your goals, without judgment. Together, we’ll tackle your financial challenges and move step-by-step towards your objectives.A holistic, client-centric approach every step of the way.Whether you’re local or across the country, I’m here for you. Call my office (845) 238-6460, send a direct message, or email me at jesse@gplanpartners.com. Financial freedom awaits.
Jesse M.'s current company
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Jesse M. work experience
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Vice President
CurrentJesse M. education
Frequently asked questions about Jesse M.
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What company does Jesse M. work for?
Jesse M. works for LongView Wealth Group.
What is Jesse M.'s role at LongView Wealth Group?
Jesse M. is listed as Founder and CEO at LongView Wealth Group.
Where is Jesse M. based?
Jesse M. is based in Naples, Florida, United States while working with LongView Wealth Group.
What companies has Jesse M. worked for?
Jesse M. has worked for Longview Wealth Group and Global Planning Partners.
How can I contact Jesse M.?
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What schools did Jesse M. attend?
Jesse M. holds Bachelor'S Of Science, Legal Studies And Criminal Justice from Florida Gulf Coast University.
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