Personal and Business Wealth Management Services
STRATEGIC PARTNERSHIP PROGRAM
Relationships make all the difference!
Johnson Consulting Group’s sister company, JCG Capital was created to offer the next line in financial services for owners looking to secure their business and personal financial future. With this relationship, you can expect the same level of service you have come to expect through Johnson Consulting Group.
Through the Strategic Partnership Program with Wells Fargo Advisors and The Urner, Lemos & Paul Financial Consulting Group, you can have access to a team of experienced financial advisors along with numerous investment products and services that can help you meet and evaluate the progress of your personal and business investment objectives.
Jake Johnson is an investment advisor representative of JCG Capital and president of Johnson Consulting Group and has a 20 year relationship with the Urner, Lemos & Paul Financial Consulting group. Professionalism and image is important in maintaining the highly respected standard of Johnson Consulting Group. You can be sure that the level of professionalism expected from Johnson Consulting Group is equally as high in quality at the Urner, Lemos & Paul Financial Consulting Group!
Click here for more information regarding the principals at the Urner, Lemos & Paul Financial Consulting Group.
Who are you going to trust?
Wells Fargo Advisors, one of the nation’s largest investment firms, has a culture more akin to that of the regional firms from which it evolved. Central to that culture is a strong dedication to supporting the client and financial advisor relationship. To that end, with a personal approach to investing, JCG Capital along with the Urner, Lemos & Paul Financial Consulting Group can provide you with investment advice and a full array of traditional brokerage and investment advisory services for both personal and business including:
- Investment, Retirement, and Estate Planning
- Customized 401K plan service
- Cemetery trust fund management
- Corporate Executive Services
- Stock option financing and Rule 144 services
- Stocks, Bonds, Mutual Funds
- Insurance and Annuities
- Review existing policies & underwrite new business
- Fee Based Investment Advisory Services
- Access to Professional Money Managers
- Mutual Funds (no-load and load-waived)
- Diversification Tied to Your Needs, Objectives and Risk Tolerance
- Investment Selection and Review Services
Let us create a hypothetical investment profile at no cost to you and show you the benefits in our portfolio management suggestions. Click here to contact JCG Capital today!
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