JPS - Financial and Retirement Planning | Westport, CT

Service Area: Westport, CT
Team Size: 5 employees
Business Duration: 11 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Trusts or estate planning
Annuities
Mutual funds
General financial planning
Home purchase

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

The Suarez Wealth Management Group is committed to the idea that a successful wealth strategy comes from knowing our clients, and truly understanding their needs. Today, we work closely with individuals, families, Institutions and businesses helping them pursue their short and long term goals through our comprehensive financial management approach. This process entails a combination of advanced financial planning, investment management and relationship management. Our financial concierge services integrates each of these elements to provide all of our clients a full fledged advisory practice.

Our Professional Services include:

• Goals Based Financial Planning

• Retirement Planning

• Asset and Liability Management

• Trust and Wealth Transfer

• Investment and Cash Flow Management

• Insurance Analysis

• Educational Planning

• Cash Management Services

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Jean Pier Suarez
- Completed on 9/20/2023

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