J And J Consultant Associate Inc
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Port St. Lucie, FL & Online
About
our passion is to give our clients the best and satisfaction that they could ever get from any other company. Our professionalism, our loyalty to our clients, making sure every client feel like they're part of the family that is our goal.
our company has been in business since 2010 we have two different locations one in Port St. Lucie and one in Fort Lauderdale.
certified tax preparer, license health and life insurance, certified credit repair specialist, certified financial advisor
Highlights
7 employees
16 years in business
Serves Port St. Lucie, FL
Offers online services
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
Less than $40,000, $40,000 - $60,000, $60,000 - $80,000, $80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
No reviews (yet)
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Frequently asked questions
What is your typical process for working with a new customer?
provided needs analysis to all clients.
Services offered
Individual Tax Preparation
Financial Services And Planning
Business Tax Preparation