J. Grieser and Company
An Independent Entity
Services
Having choices is important in investment and financial planning. As your lifestyle and needs change, so should your investment and financial plans, including what is in your portfolios. Your personalized financial strategy is based on an extensive array of investment alternatives and services, which allows for the necessary flexibility. In addition to the services listed below, I specialize in charitable gifting strategies to assist you in funding the mission of those organizations important to you.
- Asset Allocation - Asset allocation versus diversification - what's the difference?
- Asset Management - Discover the benefits of professional asset management.
- Estate Planning - Peace of mind takes planning.
- Financial Planning - Your financial future is important. Don't trust it to just anyone.
- Mutual Funds - Your purchasing power at work.
- Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
- Stocks - How do stocks fit into my financial plan?
- College Planning - What will it take to deliver the dream?
- Bonds - Are bonds right for you?
- Mortgage Center - Innovative residential financing options for our investor clients.
- Identity Theft - The more you know about identity theft, the better you can protect yourself.
- 401(k) - What to expect from your 401(k) advisor.
- Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.
- Freedom Account - Managed accounts with the flexibility to meet your investment goals.
- Investment Banking - Serving the capital and advisory needs of today's middle-market companies.
- Tax Planning - Prepare for taxes all year round with this handy reference guide.
Jon Grieser
Financial Advisor, RJFS
103 Main Street
Pettisville, OH 43553
Phone: 419-446-2701
Fax: 419-445-3607
Toll-Free: 800-999-2701
Contact Us
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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