If hiring investment counsel is new to you, you'll want to feel that you're making the right decision. And, so do we. We want you to be with the right firm just as much as you do.
When we meet, you will have had a chance to:
- Meet our staff and get a sense of what to expect as a client
- Review your personal situation and address your goals
- And, receive our assessment of how we can be of service to you
After this process, you will have a better appreciation of how we can work together. If you decide you will benefit from our personal portfolio management services, we assure you that the transition to Jackson, Grant will be seamless and trouble-free and your experience working with us will meet or exceed your expectations.