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. They are qualified to help their clients develop a comprehensive financial plan designed to meet their personal financial goals. 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.
Best Financial Services in Jackson
Handpicked 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.
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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.
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LeFleur Financial is a wealth management and tax advisory firm in Jackson, Mississippi. They build relationships with their clients and aim to understand their unique goals and challenges so that when issues arise, they can provide clarity, filtering out the noise and distilling it into what actually matters. Josh Norris is a principal of LeFleur Financial. He is a Certified Public Accountant, Chartered Financial Analyst, and Certified Financial Planner. He provides complete financial services to his clients. LeFleur Financial helps its clients proactively manage their wealth, make good financial decisions, and keep in line with their long-term financial goals. They specialize in creating personalized, integrated financial plans. So whether you are a small business owner, high earner, or retiree, 'LeFleur Financial' can give you the advice and strategies to minimize taxes, build wealth, and enjoy the life you have created. In addition, they offer a free retirement assessment.
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LEFLEUR FINANCIAL REVIEWS
Very helpful, precise and diligent. Highly recommended.
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Crosspointe Financial Group is a boutique financial service company specializing in financial and investment strategies designed to produce positive results for clients. The firm's mission is to assist its clients with their financial goals. Carl E. Snell, Sr. is the CEO and investment planner of the Crosspointe Financial Group. He has assisted families, individuals, and business owners with their investment needs for over 20 years. Over the years, he has counseled thousands of people in the areas of debt reduction, investing, and retirement savings. He assists by using a 5-step action plan: Education, Debt Reduction, Savings, Investing, and Insurance. They specialize in creating an approach that is designed to address your situation. Crosspointe Financial Group understands its clients by patiently listening to each client's needs, objectives, and goals. Then they create a customized financial program. Crosspointe Financial Group also provides services in Covington, Louisiana.
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Sat: By Appointment
Sun: Closed
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CROSSPOINTE FINANCIAL GROUP REVIEWS
While developing a customized financial program, they walk you through a step-by-step process that will help make you feel confident in your decisions.
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