JGS Wealth Management 79A Norwich Avenue, Colchester, CT 06415
About the Business
JGS Wealth Management, located at 79A Norwich Avenue in Colchester, Connecticut, is a finance institution that takes a thoughtful and balanced approach to investing. They believe in globally diversified, low-cost, and tax-efficient portfolios based on academic research rather than media hype. With a focus on risk, cost, and taxes, they help clients meet their long-term financial goals through solid personal financial planning.
John, an independent, fee-only financial adviser, is a Certified Public Accountant and Personal Financial Specialist with experience in working with professionals and their families. His comprehensive knowledge in financial planning and tax uniquely qualifies him to provide exceptional advice tailored to his clients' specific needs.
John earned his Bachelor of Science degree in Accounting from Central Connecticut State University and has been a CPA since 1995, earning his PFS credential in 2010. As a member of the Personal Financial Planners of the AICPA, John delivers the optimum path to meet his clients' financial goals through his understanding and commitment to their success. Contact JGS Wealth Management at (860) 537-9922 for more information.
Location & Phone number
79A Norwich Ave, Colchester, CT 06415, United States
List of local businesses, places and services in Connecticut
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos