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. They are committed to maintaining the highest standards of integrity and professionalism in their clients' relationships. Their vision is to see their clients and the greater community experiencing joy through generous living. They are qualified to help their clients develop a comprehensive financial plan to meet their financial goals. They know the unique challenges facing young professionals and pre-retirees. Their team has the knowledge, temperament, and resources to help their clients make wise investment decisions. They accomplish this by regularly reviewing their clients' investments and designing personalized portfolios appropriate to their needs. They keep you involved by meeting semi-annually or annually to review and evaluate your investment performance and update your financial objectives. Their clients are unique people with unique goals, so their services aim for unique solutions.
UNIQUE FACTS:
• Complimentary Meeting.
• Personalized Protection.
3 Best Financial Services in Jackson, MS
Expert recommended Top 3 Financial Services in Jackson, Mississippi. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
RIVERTREE FINANCIAL PLANNING, LLC. REVIEWS
We have been working with Brent Walker at Rivertree for 4 years now. He's very personal and we have been very pleased with his knowledge of all aspects of financial planning and the results we've had thus far with him. He's not the typical financial guy that just wants you to put money into just their approved venues that earn money for them. He's been great at looking at the entire BIG picture for my family - how to minimize our debt load, investment strategies, and even charitable giving. I feel it speaks volumes about a company's values when you know they're not just looking out for their bottom line. We have been very pleased with Brent and the Rivertree team.
Professional, trustworthy and customer focused , what more could you want from your financial advisor? Brent Walker and the entire Rivertree Team are dedicated to serving you and your investment needs. Awesome group!
Very personable & trustworthy financial services. Excellent customer service.
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LeFleur Financial is one of the best financial planners in Jackson, Mississippi. Their fee-only advisory firm is a fiduciary in dealing with clients, meaning their needs come first. They provide wealth management & financial planning services to retirees, small business owners, and high earners. They design & manage portfolios for their clients, utilizing passive strategies that capture long-term growth and minimize investment costs. Josh Norris is the advisor of LeFleur Financial, who obtained the Certified Financial Planner designation and created LeFleur Financial to serve his clients better. The firm works with clients to establish financial goals and develop plans. They focus on keeping transaction costs and taxes to a minimum, improving net returns, and maximizing wealth accumulation. They can build a personalized portfolio to meet your investment goals. They use low-cost, passive investments that clients can hold long-term. They make associations with their clients and strive to understand their unique goals & challenges so that when issues arise, they can deliver clarity, filtering out the noise and distilling down to what matters.
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LEFLEUR FINANCIAL REVIEWS
Very helpful, precise and diligent. Highly recommended.
They provide great services for me. Thank you.....
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Van Earl Jefferson|Primerica Financial Representative is a financial consultant in Jackson, Mississippi. His highest priority is creating value and peace of mind for 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 their 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.
UNIQUE FACTS:
• Licensed Financial Representative.
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VAN EARL JEFFERSON|PRIMERICA FINANCIAL REPRESENTATIVE REVIEWS
My husband and I recently purchased Life Insurance from Mr. Kelsey Blumenberg at Primerica. He was very knowledgeable, professional, and answered all of our questions. We were able to purchase the Insurance that we need at this time in our lives, and would recommend him and Primerice to anyone looking to ensure their love ones will be taken care of at that time.
Wow, my experience has been great. I have been a Primerica client for over 20 years and my agent has always delivered excellent service. Thank you Mr. Sutton!
Mr. Jefferson was very attentive to my needs. And offered the best product for my needs at this time. He left the door open for future options.
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