Jessica Jarosik at Buckingham Strategic Wealth
About the Business
Jessica Jarosik at Buckingham Strategic Wealth, located at 112 West Washington Street in Middleburg, Virginia, offers personalized and comprehensive wealth management services. Our team utilizes a customized approach that combines financial planning with an evidence-based investment philosophy to enhance our clients' entire financial lives.
We believe in taking the time to truly understand our clients' financial goals and current situations in order to provide sound advice and exceptional service. Our multi-credentialed advisors bring professional insight and common sense to the decision-making process, ensuring that our clients receive the best possible guidance.
Specializing in working with clients facing financial transitions such as retirement, divorce, loss of a spouse, or sudden wealth, we collaborate with our clients to develop strategies that will help them achieve their goals. With a history of serving clients since 2001, our team also has an office in Fairfax, VA.
At Buckingham Strategic Wealth, we are committed to providing a highly personalized experience tailored to each client's unique needs and goals. Download our "Experience Is Everything" brochure to learn more about what it's like to become a Buckingham client.
In addition, we offer insights on topics such as navigating elections' impact on investments, understanding restricted stock units (RSUs) for top performers, and aligning your financial plan with your values. Contact us today to discover how we can help you achieve your financial goals.
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Location & Phone number
112 W Washington St #204, Middleburg, VA 20117, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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