JD Financial Group and Associates Inc
Financial Service
Why pick this one
JD Financial Group and Associates Inc develops personalized retirement strategies and has insurance agents licensed in 11 states.
Best for
- Retirement income strategies
- Estate conservation and wealth preservation
- Life, disability income, and long-term-care insurance
- Business owners needing buy-sell or business-continuation planning
- Clients seeking investment guidance in North Carolina or New York
- Philanthropic financial and estate planning
Look elsewhere if
- Clients requiring a qualified or certified business valuation, which the firm explicitly does not provide
- Clients seeking securities services outside North Carolina or New York
Specialties
- Retirement income planning
- Estate conservation
- Life insurance
- Long-term-care insurance
- Disability income insurance
- Index and fixed annuities
- Buy-sell agreements
- Business continuation planning
- Executive bonus plans
- Business valuation service using a patented 7-step process
Certifications
- Insurance agents licensed in AZ, CA, FL, GA, MD, PA, NC, NY, SC, TX, and VA
- Securities agents licensed in NC and NY
- James Q. Dean North Carolina and California Insurance License #4377319
- Chartered Advisor in Philanthropy® (CAP)
What makes them different
- Personalized financial strategies begin with understanding each client's goals and continue through follow-up and refinement
- Insurance agents are licensed across 11 states
- Securities agents are licensed in North Carolina and New York
- Business valuation service uses a patented 7-step process
- Team-based approach combines professionals with diverse backgrounds, education, and experience
Distilled from this business's own website.
Contact & Location
- Address
- 300 N Greene St, Greensboro, NC 27401-2100
- Phone
- +13363559185
- Website
- https://www.jdfinancialgroup.net/licensing
- jdean@financialguide.com
Services
- Financial planning
- Retirement planning
- Wealth management
- Insurance planning
- Investment guidance
- Business planning
- Retirement plans