JBirney Financial
Categories
Financial Advisors
About
As an investment advisory representative of United Planners, we offer clients both fee based and non-fee based investment platforms, or a combination of both. Our clients understand that one size does not fit all, and the difference between “value” and “cost” when it comes to making important investment decisions. At JBirney Financial, our ideal client is an individual or business that has accumulated assets but does not have the time, interest, and/or knowledge to manage them without help from an advisor.
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