JHG Financial Advisors
Financial Advising
Why pick this one
JHG Financial Advisors specializes in tax mitigation and provides conflict-free advice tailored to individual financial needs.
Best for
- pre-retirees seeking tax mitigation
- retirees looking for wealth management
- small business owners planning for taxes
Look elsewhere if
- looking for proprietary investment products
- seeking quick, one-size-fits-all financial solutions
Specialties
- tax mitigation
- financial portfolio risk analysis
- retirement planning
- legacy and estate planning
Certifications
- Certified Estate Planner™
- Registered Investment Adviser Representative
- Registered Securities Principal
- Registered Securities Representative
What makes them different
- no proprietary investment products to recommend
- firm offers unbiased, conflict-free advice
- uses scientific framework for risk tolerance with 95% confidence
- Years in business
- 30
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 2616 Fort St, Charlotte, NC 28205-3105
- Phone
- +17045363423
- Website
- http://www.jhgfinancial.com/
- judson.gee@jhgfinancial.com
Services
- financial advising
- wealth management
- investment strategies
- insurance coverage review
- educational funding