CONNECT

Address:

3201 Dee Street
Shreveport, LA 71105

Phone:

318-222-8999

Fax/Other:

318-222-8212

COMPLIMENTARY Portfolio Review

WHETHER YOU'RE NEW TO JPJ INVESTMENTS, OR HAVE BEEN ONE OF OUR VALUED CLIENTS FOR YEARS, WE'RE DEVOTED TO PROVIDING YOU WITH THE HIGHEST QUALITY SERVICE POSSIBLE. 

Your initial consultation with us is complimentary. There is a minimum amount of information we will need you to bring to our first meeting in order to provide an accurate assessment of your financial needs.

We will need to see your most recent statement for any investments you might have such as; investment accounts, 401K plans, life insurance, disability insurance, long term care insurance, college savings plans, and Cd's.

We will go over each question with you during the consultation. These questions will serve as a basis of knowledge to better assess your unique financial needs. This information will not be shared with anyone. SCHEDULE YOUR FIRST APPOINTMENT TODAY!

IT IS IMPORTANT TO KEEP YOUR INVESTMENTS UP TO DATE. THIS IS WHY WE OFFER A FREE ANNUAL REVIEW FOR EACH OF OUR CLIENTS. WE WILL GO OVER YOUR INVESTMENTS WITH YOU, AND ASSESS ANY CHANGES IN YOU FINANCIAL NEEDS. 

HAS IT BEEN A WHILE SINCE YOU'VE SEEN US?

SCHEDULE YOUR ANNUAL REVIEW TODAY!

 

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Check the background of this financial professional on FINRA's BrokerCheck