At JCCS we are committed to helping you with personal and business needs. Whether it's setting up an individual retirement account or establishing a non qualified deferred compensation plan, JCCS is your financial headquarters to success. Our wealth advisory team is comprised of highly qualified professionals with the expertise you demand.
Given the current financial markets it is more important than ever to have a sound wealth management plan. Our comprehensive approach to your financial needs helps you prepare for the future.
Let our team guide you to wealth care success. Contact us today to schedule your wealth management review.
Some of our services include:
- Retirement Planning with Traditional IRA, ROTH IRA, 401(k)
- Saving for Education - 529 College Plans
- Estate Planning
- 1031 Exchanges
- Investment Strategies - Stocks, Bonds, Mutual Funds, etc
- Insurance Planning - Life, Disability Income, Long Term Care
- Real Estate Investment Trusts (REIT)
- Managed Investment Portfolio's
- Limited Partnerships
- Retirement Income Planning
- Business Group Long Term Care
- Long Term Disability
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC
Investment advisory services offered through 1st Global Advisors, Inc.
We currently have individuals licensed to offer securities in the states of
AZ, CA, CO, ID, MN, MS, MT, NV, NY, OR, SD, VA, WA.
This is not an offer to sell securites in any other state or jurisdiction.