Welcome
Welcome to Jade Financial & Tax Services * As reported in Financial Planning magazine 1996-2010, based on total revenues.
Jade Financial & Tax Services is an independent full-service financial management firm specializing in providing comprehensive and objective financial consultation. We are backed by the largest independent broker/dealer* in the industry which allows us to offer our clients unbiased advice. We provide fee-based as well as commission-based financial planning services through LPL Financial. We are committed to providing exceptional personal service, independent advice and prudent strategies for investing. We focus on strategies for preservation of wealth, investment growth and maintaining income stream during retirement. Our mission is to help our clients achieve their financial goals by providing ongoing consultation and support, periodic face-to-face meetings, asset allocation analysis and portfolio rebalancing. Our reward is satisfied clients!
Our Commitment
At Jade Financial & Tax Services, we are free from proprietary products and conflicts of interests. We strive to exceed your expectations and help you to reach your financial goals.