JEHM Wealth & Retirement
About the Business
JEHM Wealth & Retirement is a finance institution located at 117 Woodruff Place Circle in Simpsonville, South Carolina. At JEHM, we prioritize treating our clients like family, creating custom retirement plans to help them achieve their dreams for themselves and future generations. Our team, comprised of Jennifer, Eric, Haley, and Mallory, is dedicated to providing personalized financial strategies to suit each client's unique needs and objectives. We offer a 34-point Checklist Challenge to measure retirement readiness and host educational events to help individuals and families navigate common financial challenges during retirement. If you are aged 50 or older, retired or soon to be retired with a nest egg of $250K or more, we can help you take control of your financial future. JEHM Wealth & Retirement, LLC is a Registered Investment Adviser in South Carolina and Florida, providing a variety of investment and insurance products tailored to your specific goals. Schedule a Discovery Visit or register for an upcoming event to start planning for the retirement you've always envisioned. Please note that investments involve risk and past performance does not guarantee future results. Consult with a qualified financial adviser before implementing any strategy discussed herein.
Photos
Location & Phone number
117 Woodruff Pl Cir ste a, Simpsonville, SC 29681, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Within minutes of meeting Eric and Jennifer, you will know that they first give of themselves. With a warm greeting and comforting assurance, they and their professional staff are there to listen to your concerns and asperations and partner with you to ease the burden of your financial decisions. Knowledgeable, competent, professional, easy to listen to but above all, ethical and moral accurately describe Eric and Jennifer. No hard sell, no pie-in -the sky get rich schemes here. JEHM offers down to Earth, solid financial advice designed just for you. You will be very pleased."
"Kim and I met with Eric and Jennifer nearly two years ago to review our current and future financial plans. We found them to be honest, personable, and trustworthy. We liked their clear approach and basic planning process and the fact that they hold the RICP certification set them apart from other planners that we had worked with. They have helped us feel confident and comfortable as we continue on our retirement journey."
"My husband and I were looking for a financial advisor and had met with several different individuals. Each of them were lacking in what they could offer us. We attended a seminar with Eric and Jennifer and were impressed with the quality of education and the professionalism and warmth that came through in their interactions with each other and the seminar attendees. We felt comfortable with them and their approach to our financial needs. In the 2 years we have been clients we have felt comfortable discussing our needs and the solutions they have provided."
"We love working with JEHM Wealth and Retirement. Jennifer and Eric have not only been our advisors but have become family friends. They do a great job of keeping us on track to hit our retirement goals and have provided us with great advice and counsel. We recommend them highly."
"Eric & Jennifer (JEHM) have been such supporting Financial Advisors for us over the last several years. They are truly committed to developing financial plans to best support our individual needs. Our retirement is secure because of how they have leveraged our savings and rolling over 401K accounts into better performing options. Eric, Jennifer & Team care about their clients in a way that makes you feel like you are their most important client, not just another account. They are readily available and respond quickly to questions or concern. Over the years they have watched our Portfolios and made suggested adjustments that have enhanced our financial growth. Being introduced to them by friends started us on the road to a financially sound future. Jim & Sharron"
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