JPB Financial
- Address
- 65 Erik St, Merrimack, NH, 03054
- Phone
- 888-878-0584
- Website
- www.jpbfinancial.net
- Services
- Financial planning investments wealth management estate planning insurance.
- Products
- Investments insurance financial planning estate planning retirement plan rollovers.
About
Located in Merrimack, NH we have been helping people just like you for almost 15 years. Perhaps you might want to finally get a financial plan in place, or perhaps you need help with only one issue such as rolling-over a retirement plan, acquiring adequate life insurance or saving for retirement, JPB financial offers you solutions tailored to your specific needs. The best place to start is with a FREE consultation. From there you can make a confident, educated decision that is best for you. If you are looking for "Fee-only advice", we offer set planning fees, or if you prefer we can work on an hourly basis. If you need financial or insurance products, we offer professional brokerage services. "Our purpose is to help you and treat you in the way you want to be treated."
Review
Jeff is an excellent financial advisor who helped me get back on track with my 401K roll-overs, childrens education plans and personal saving plans after a huge change in my personal life. He was very thorough and covered all of my current/future investments in great detail. Todate all my investments through Jeff have yeilded a greater return than the market average (>13%). Jeff takes great pride in helping his clients make the right decisions and is a "no shit" straight up person. He is dedicate to his clients and has the upmost integrity.
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