JE

Investment Center

Delivering quality financial solutions

Practice Areas

Financial Planning

We help you prepare the financial plan as well as possible.

Estate Planning

Create full of development plans with income opportunities. We build while living life.

Retirement Planning

The best investment can be enjoyed even when you are retired. Your hard work is not just for now. It is for your family life.

Farm & Business Succession

Everything you need is us. Do not leave your business without a clear portfolio. We not only help you towards business success. we help you survive under any conditions.

Investment Portfolio Management

Managing a business and investment portfolio is important as tidying up what the business has done.

Wealth Accumulation & Preservation

Your ability to set money aside may fluctuate throughout your life. It is important to incorporate this fluctuation into your wealth accumulation strategy.

About JEvestment

Our Private Wealth Advisor team is composed of three CERTIFIED FINANCIAL PLANNER™ professionals and one Chartered Financial Analyst®. CFP® Professionals & CFA® Charterholders must take rigorous educational courses, pass additional exams, and hold themselves to the highest ethical and professional standards to use those designations. Unlike many financial advisors, they are also required to take additional ongoing education to ensure their knowledge of the changing financial landscape remains current to continually use their respective designations.

Our Administrative Support Staff is a team of professionals dedicated to providing clients with the best service and all around client experience. They are the ones that greet you as you walk through the door and call in with questions as well as help with all tasks in between. Our support staff members are held to the same high standards and are always eager to help in any way they can. Please never hesitate to reach out to any one of us with your questions.

Investment Channel