Advisor at JGR Financial Solutions — Canton, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
18 years
Location
Canton, OH
JGR Financial Solutions
Independent
Total advisors
1Clients per advisor
93 Very HighAvg AUM per client
$842,078 HighHNW client ratio
24% TypicalAt JGR Financial Solutions, we know you need confidence that your financial game plan will carry you both to and through retirement.
At this stage in your career, questions begin to pop up: Have we saved enough? Is our financial plan solid? Is my portfolio performing the way it needs to? Am I on track to live the life after retirement that I’ve dreamt of?
It’s natural to feel a bit uneasy since every money move you consider at this stage can be costly. You deserve to have complete confidence that your financial plan will hold steady through your golden years.
We understand everybody has a different definition of what financial success looks like and you’re trying your best to avoid the unknowns and making mistakes. You’ve worked hard and you deserve to spend your time how you want—both now and in the future.
As a CERTIFIED FINANCIAL PLANNER practitioner and independent fiduciary who has helped hundreds of clients build a comprehensive retirement roadmap, we’ve seen firsthand that there are many things you can DIY, but making a plan for your money and retirement is not one of them.
Ready to ensure your money is set up to actively create the life you want?
Step 1: Discover During your discovery call, we'll unpack your goals, answer your questions, and map out a few helpful next steps.
Step 2: Design We'll work one-on-one to turn those goals into a comprehensive retirement roadmap that will give you confidence and guide your retirement planning and financial decisions.
Step 3: Deliver With your retirement roadmap in place, we'll implement everything and schedule routine check-ins to ensure your portfolio and plan stay on track.
Schedule your discovery call today!
Starting at 1.0%
Canton, OH
Canton OH
Advisors at this office
1
Ohio
18 years of industry experience
JGR Financial Solutions, LLC
2015 - Present • 11 years
Canton, OH
Storey & Associates
2009 - 2015 • 6 years
North Canton, OH
Wilcox Wealth Advisors
2009 - 2009 • 1 year
Hudson, OH
Sequoia Financial Advisors, LLC
2007 - 2009 • 2 years
Akron, OH
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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