JMK Wealth Management
Financial Service
Why pick this one
JMK Wealth Management has almost 28 years of experience and offers personalized financial planning and asset management services.
Best for
- comprehensive financial planning
- individuals preparing for retirement
- clients with significant assets to manage
Look elsewhere if
- budget-sensitive financial advice
- simple investment needs without ongoing management
Certifications
- LPL Financial Advisor
What makes them different
- almost 28 years of experience
- dedicated team of three including the advisor and two assistants
- minimum review meetings held twice a year with quarterly check-ins
- personalized guidance tailored to unique financial goals
- networked to refer clients to specialists in insurance, estates, or taxes
- Years in business
- 28
- Serves
- Cary
Distilled from this business's own website.
Contact & Location
- Address
- 126 W Chatham St, Cary, NC 27511-3330
- Phone
- +19194594166
- Website
- http://www.jmkwealth.com/
- jakub@jmkwealth.com
Services
- financial planning
- asset management
- retirement strategies
- tax strategies