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Jackson Wealth Management

4.2
  • Investment Service
  • Findlay, OH

About this business

FinanceInvestment Service

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

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
FriClosed
SatClosed
SunClosed
4.25 reviews
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roxanne luplow's profile image
roxanne luplow 
a month ago

This is the Most Caring and Professional Company that I Highly Recommend.Brent and Sharon explained every step of the process and never dropped the ball once! They Totally made us feel like family and they truly care! All I can say is: Why would you want to go anywhere else!! Brent and Sharon we Thank you from the bottom of our hearts for making this process and transition as smooth as you did, this was a BIG deal and you Handled it perfectly and took the stress and worry off our shoulders .Thank You again and to whom ever ... read more

judi shultz's profile image
judi shultz 
6 days ago

Great experience, excellent customer service. Brent has helped us reach our retirement dreams with guidance all the way 

Keith Cramer's profile image
Keith Cramer 
7 months ago

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! 

Edward Vollmar's profile image
Edward Vollmar 
4 months ago

Brent, and one of his colleagues we worked with, has been most helpful in providing financial guidance to my wife and myself. I recommend Jackson Wealth Management. 

Salena Maazaoui's profile image
Salena Maazaoui 
8 months ago

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!! 

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Frequently asked questions about Jackson Wealth Management

How is Jackson Wealth Management rated?

Jackson Wealth Management has a 4.2 star rating with 5 reviews. 

When is Jackson Wealth Management open?

Jackson Wealth Management is closed now. It will open tomorrow at 8:00 a.m.