3 Best Financial Services in Jackson, MS

“ Rivertree Financial Planning’s mission is to assist its clients in growing, protecting, and giving money through sound biblical financial planning. The Advisors at Rivertree Financial Planning have over 35 years of combined experience in their industry. Jonathan M. Davis, Scott T. Marshall, and Brent L. Walker are partners of Rivertree Financial Planning. They are committed to maintaining the highest standards of integrity and professionalism in their relationship with their clients. Their vision is to see their clients and the greater community experiencing joy through generous living. Rivertree Financial Planning is qualified to help their clients develop a comprehensive financial plan designed to meet their personal financial goals. They offer a complimentary meeting to help you grow your money, protect your assets, and experience generous living. They know their clients are unique people with unique goals, so they aim for unique solutions.”

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“Ballew Wealth Management is an independently owned Registered Investment Advisory firm that has over $900 million in assets under management. They hold themselves to the highest of fiduciary standards and have a fundamental obligation to always act in the best interest of their clients. Ballew Wealth Management offers investment advisory, fiduciary, brokerage, and trading services to a diverse clientele, which includes high net worth individuals, corporate-sponsored qualified plans, foundations, and trusts. Their clients realize the benefits of their firm’s team approach and the depth of over 300 years of institutional knowledge and investment expertise. Their accomplished advisors bring an unmatched level of expertise to the table by holding certifications including CPA, CFP, and CRPS® as well as numerous series licenses. Ballew Wealth Management believes portfolios must be created to reflect the current economic conditions and market trends while custom-tailored to fit their clients’ needs.”

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“Van Earl Jefferson's highest priority is delivering value and peace of mind to his clients. Whether you are interested in financial services, investment services, or term life insurance, he can help you find the financial solutions that meet your needs. He prides himself on providing excellent customer service to everyone who walks through his office doors. He is very knowledgeable and professional and answered all of his clients' questions. He left the door open for future options. Primerica is for anyone looking to ensure their loved ones will be cared for at that time. They use their complimentary, confidential, and customized Financial Needs Analysis (FNA) to help clients understand where they are financially and to map out a program to achieve their goals.”

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