J. h. white financial services, llc

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D
7 几个月前

😃 J. H. White Financial Services, LLC is the best!...

😃 J. H. White Financial Services, LLC is the best! They helped me in organizing my finances and provided me with great advice. I'm extremely satisfied with their services and would highly recommend them.

T
9 几个月前

I want to express my gratitude to J. H. White Fina...

I want to express my gratitude to J. H. White Financial Services, LLC for their exceptional service. The team was very responsive and professional. They provided me with comprehensive financial advice that greatly benefited me. I highly recommend their services.

M
9 几个月前

I had a great experience with J. H. White Financia...

I had a great experience with J. H. White Financial Services, LLC! The team was professional, knowledgeable, and provided excellent customer service. They really went above and beyond to help me with my financial needs. I highly recommend them!

I
1年以前

I had an amazing experience with J. H. White Finan...

I had an amazing experience with J. H. White Financial Services, LLC. Their team was very helpful, knowledgeable, and provided great customer service. I'm very happy with the results and would definitely recommend them to others.

S
1年以前

👍 J. H. White Financial Services, LLC did an amazi...

👍 J. H. White Financial Services, LLC did an amazing job helping me with my financial goals. Their expertise and guidance were invaluable. I'm extremely satisfied with their services and would highly recommend them to anyone in need of financial assistance.

V
1年以前

I recently used the services of a financial compan...

I recently used the services of a financial company and I'm extremely happy with the results. The team at J. H. White Financial Services, LLC was very knowledgeable and provided me with excellent assistance. I would definitely use their services again in the future.

R
1年以前

The service I received from J. H. White Financial ...

The service I received from J. H. White Financial Services, LLC was outstanding. They were able to provide the assistance I needed in a timely and efficient manner. The staff was friendly and helpful throughout the entire process. I would definitely recommend their services to others.

B
1年以前

👍 Highly recommend J. H. White Financial Services,...

👍 Highly recommend J. H. White Financial Services, LLC! They provided excellent financial advice, answered all my questions, and guided me throughout the process. I'm extremely satisfied with their services and would definitely use them again.

关于J. h. white financial services, llc

J.H. White Financial Services, LLC:收费咨询综合指南

J.H. White Financial Services, LLC 是一家只收取费用的财务咨询公司,为个人、家庭和企业提供全面的财务规划和投资管理服务。公司成立的使命是为客户提供来自不同类型团队的不同方法。

在 J.H. White Financial Services, LLC,我们相信采取全面的财务规划方法,考虑客户生活的方方面面。我们了解每个客户都有独特的目标和情况,这就是为什么我们会花时间亲自了解每个客户,然后再根据他们的特定需求制定定制策略。

我们的团队由经验丰富的专业人士组成,他们热衷于指导我们的客户度过瞬息万变的金融世界。我们以身为只收取费用的顾问而自豪,他们始终以客户的最佳利益行事。

我们与其他财务咨询公司的区别在于我们对透明度和教育的承诺。我们相信,知情的客户可以更好地决定他们的财务,这就是为什么我们花时间用简单的英语解释复杂的概念,并为我们的客户提供持续的教育机会。

我们的服务包括:

全面财务规划:我们全面的财务规划服务涵盖您财务生活的方方面面,包括退休规划、税务规划、遗产规划、风险管理(保险)、子女或孙子女的大学资助策略等。

投资管理:我们的投资管理服务旨在帮助您实现长期投资目标,同时管理风险。

退休规划:退休可能是人生中最激动人心的里程碑之一,但如果您没有做好财务准备,退休也会带来压力。我们的退休规划服务将帮助您制定一个计划,确保您在退休时有足够的储蓄,让您安享晚年而不用担心金钱问题。

遗产规划:遗产规划不仅仅是制定遗嘱;这是关于确保您的资产根据您的意愿分配并最大限度地减少税收。我们的遗产规划服务将帮助您制定计划,确保您的资产得到保护并按照您的意愿进行分配。

税收筹划:税收可能很复杂,但我们的税收筹划服务将帮助您了解复杂的税法,以便您可以最大程度地减少纳税义务并保留更多的血汗钱。

风险管理(保险):保险是任何财务计划的重要组成部分,但它可能会让人感到困惑。我们的风险管理服务将帮助您了解可用的不同类型的保险,并确定哪些适合您。

大学资助策略:大学费用昂贵,但我们的大学资助策略将帮助您为您的孩子或孙辈的教育储蓄,这样他们就可以实现自己的梦想,而不会背负学生贷款债务。

在 J.H. White Financial Services, LLC,我们相信在信任和相互尊重的基础上与客户建立长期关系。我们致力于提供满足每位客户独特需求的个性化服务,同时始终以他们的最大利益行事。

如果您正在寻找一家将客户放在首位的只收取费用的财务咨询公司,那么 J.H. 就是您的最佳选择。怀特金融服务有限责任公司。立即联系我们安排咨询!

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J. h. white financial services, llc

J. h. white financial services, llc

4.1