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J2 Capital Management
1222 Southeast 47th Street, Cape Coral, Florida, United States
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About the J2 Capital Management
J2 Capital Management is a finance institution located at 1222 Southeast 47th Street in Cape Coral, Florida, United States. Specializing in In-House Custom Financial Planning, Tax, Estate & Investment Management, we offer a unique advantage to our clients by keeping all expertise in-house. This allows us to have a higher level of visibility into all your asset needs and provide better service compared to using multiple professionals for individual planning components.
Our in-house CFP professionals ensure the most comprehensive view of your assets and build a plan aligned with your goals. We also utilize our internal CPAs to integrate and coordinate your tax & estate planning with your financial plan. Our in-house portfolio manager offers custom dynamic strategies designed to reduce and manage risk, providing a level of customization that is hard to find elsewhere.
If you're unsure about your risk tolerance level, take our short questionnaire to determine if your portfolio is allocated properly. Our team can review your results and follow up with you to address any questions or concerns. At J2 Capital Management, we strive to provide personalized and integrated financial solutions to help you achieve your financial goals.
Please note that investment advisory services are offered through J2 Capital Management, an SEC Registered Investment Advisor. Hyperlinks on our website point to sites not affiliated with us, and client testimonials or endorsements do not guarantee investment performance or financial outcomes. Each client's circumstances are unique, and past performance does not guarantee future results. Contact us today to learn more about how we can help you with your financial planning needs.
Photos of J2 Capital Management
1222 SE 47th St Office Suite C-1, Cape Coral, FL 33904, United States
Opening hours of J2 Capital Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of J2 Capital Management
"Many years ago when my wife and I began raising young children, we thought it was important to work with a financial professional who could advise us and help us plan for all the typical goals of a family. Budgeting, investing for special purposes, retirement, and college savings began to take on more importance, and we felt we needed a level of professional advice. We have been associated with John Benedict for at least 10 years at different firms as he has honed his expertise and built a full-service advisory practice that acts in his clients’ interests rather than selling products on commission. We initially had bad experiences with advisors who sold us products based on their needs rather than ours and learned the value of independence in our advisors. For many years, our most important goal was helping our retirement savings to grow in order to achieve financial independence in retirement, and J2 has always had this at the forefront of their services. The addition of John Salomon to the practice has enabled the firm to expand its financial and tax planning capabilities beyond the field of investment advising. I have not found other firms that do the level of tax preparation and planning that J2 can offer along with investment and financial planning services, and this is highly important to me due to the increasing tax implications of managing our finances."
"As I was approaching my 50s, approximately 20 years ago, I felt less comfortable managing my own retirement assets. While spending an increasing amount of time looking at them, I felt increasingly less confident in my decisions. It was at this point I decided to seek the help of a financial advisor. After looking at two other possibilities, I selected John Benedict because I liked his long-range planning and analytical approach. He helped me consolidate most of my assets in one place and create a comprehensive plan, including tax strategy, that met my specific needs and took my risk comfort level into consideration. I have recommended John to a few of my fellow retirees at my company as well as to my son and daughter-in-law. I always tell people John Benedict is knowledgeable and an analytical thinker. He has made it a point to be an expert in the business and stay ahead of the curve on volatile market conditions. When J2 added John Solomon as a partner, I benefited from even more strategic planning services, including tax strategy. The most important benefit of working with John and his team is the comfort in knowing that I don’t have to worry anymore about whether I’ve made the right decisions regarding investments or whether I’ll be able to continue to enjoy retirement. We’ve set goals together—and have met them all. - Bob"
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