JHG Financial Advisors
Financial Service
Why pick this one
JHG Financial Advisors is staffed by Judson Gee, a financial advisor with 30 years of experience specializing in tax mitigation.
Best for
- pre-retirees seeking tax mitigation
- retirees wanting wealth protection
- business owners needing financial guidance
Look elsewhere if
- interested in proprietary investment products
- looking for services outside of wealth management
Specialties
- tax mitigation
- financial portfolio risk analysis
Certifications
- CEP
- CLU
- CFP
What makes them different
- Judson Gee specializes in tax mitigation
- Offers free financial portfolio risk analysis using patented Risk Number® technology
- Guidance based solely on clients' needs and goals
- No proprietary investment products recommended
- Focused on protecting financial blind sides
- Years in business
- 30
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 1370 Briar Creek Rd, Charlotte, NC 28205
- Phone
- (704) 536-3423
- Website
- http://jhgfinancial.com
- judson.gee@jhgfinancial.com
Services
- investment advisory
- wealth management
- financial planning