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Jackson Wealth Management
- Investment Service
- Findlay, OH
About this business
About Holding ourselves to a fiduciary standard under the Investment Advisors Act of 1940, we strive to act in your best interest and provide you with full and fair disclosure of material conflicts of interest. Because we have no proprietary products, no quotas or minimums with any investment company and we do not receive kick backs we are objective in your investment selection. We provide ongoing advice and monitoring of your investment portfolio on a discretionary basis, which means that you do not need to direct us to ma... read more
Location details
300 West Main Cross Street, Findlay, OH, 45840, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | Closed | |
| Sat | Closed | |
| Sun | Closed |
Brent and I have been working together to assure that I have the best financial coverage necessary for each stage of my life. I have known Brent since the early 80’s and he has always been professional and has my best interests in mind. Now he has grown to own his own business and has hired some of the best people that I have ever had the pleasure of working with!
I’ve been with Brent Jackson from when he first started out in finance and before he even got his present office. He has handled my then minor daughter’s inheritance and completely guided me every step of the way in my retirement journey. He personally answers all my calls and concerns and makes me feel safe and secure. I trust his judgement 1000%!! He goes over and above to help in every way possible. I give him a million stars!! Thank you so much!!
I am 55 years old and nowhere near being able to retire. My friends and family spoke highly of Brent and Sharon, so I made a call and they invited me in to go over my finances and gave me a game plan for the future with no expectations from me. I could tell right away they were two genuine and caring people who love helping others. They have helped so many of my co-workers retire early with no worries, I highly recommend you give them a call too. We greatly appreciate their generosity, honesty and kindness⭐⭐⭐⭐⭐
My husband Les and I started our journey from moving to Ohio from Colorado over 20 years ago with no clear retirement plan to successfully retiring. With guidance from Brent at Jackson Wealth Management and their mutual effort and dedication, we were able to achieve our retirement goals.
The entire team is amazing. They take very seriously the responsibility of managing your wealth. They are all in in helping you achieve your dreams and goals. They actually get to know you as a person and truly care about you as an individual. If I could rate them higher I would. Best decision I ever made!
Frequently asked questions about Jackson Wealth Management
How is Jackson Wealth Management rated?
Jackson Wealth Management has a 5 star rating with 4 reviews.
When is Jackson Wealth Management open?
Jackson Wealth Management is closed now. It will open on Monday at 8:00 a.m.