Jackson, Grant

Closed
Call
Website
2 High Ridge Park
Stamford, CT 06905
+1 (203) 322-1198
http://www.jacksongrant.us

Jackson Grant, founded by Julie Jason, is a fiduciary investment counsel boutique in Stamford, CT, dedicated to personal portfolio management for discerning individuals. With over 25 years of experience, the firm focuses on providing a holistic service that prioritizes client needs without the influence of production goals or third-party revenue.

Specializing in guiding clients through transitional events such as business sales or inheritances, Jackson Grant aims to offer a tailored investment approach that goes beyond traditional Wall Street offerings. Julie Jason, an accomplished author and speaker, continues to share her insights through her latest book, "The Discerning Investor," catering to those skeptical about conventional investment strategies.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Bank of America
Loan agents, Automobile and consumer finance companies, Financial consultant

Bank of America

4
"There is a profound d shortage of people working here. Only 1 telller. Line is very long. Use another branch"
photo of Ed R.
Agricultural insurance

Allkane Insurance

Stamford, CT: AllKane insurance; “A Better Way” was founded in 2009 in the Springdale Shopping center in Stamford CT.
Balancing Act Financials
Auditing services, Business services, nec, nec, Accounting services, except auditing

Balancing Act Financials

Balancing Act Financials, LLC was founded on the premise that there are too many small businesses which do not receive the quality bookkeeping services they need. We provide personalized accounting services to a broad range of clients across the Southeast CT area...
United States›Connecticut›Stamford›Jackson, Grant

Partial Data by Foursquare.