Broker Check

Janssen Financial Management is proud to serve clients in the following Areas:

Investments & Account Types

  • Brokerage Accounts
  • Fee Based Accounts
  • Bonds
  • Common Stock
  • ETFs
  • Mutual Funds
  • Custodial Accounts
  • 529 Plans & Coverdell ESA
  • IRAs
  • Government Securities
  • Structured Products

Financial Planning   

  • Retirement Plans
  • Tax Plans
  • 401(k) & 403(b) Planning
  • College Plans
  • Estate Planning Strategies
  • Budgeting & Cash Flow Management
  • Profit Sharing Plans

Insurance & Annuities     

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Annuities
Notary

Notary

Existing clients may take advantage of our in-house notary services

Commonly notarized documents include but are not limited to:

• Financial and estate planning documents
• Affidavits and sworn statements
• Power of attorney forms
• Business and personal documents

Certain documents may require additional witnesses or may not be eligible for notarization.

Interested In Our products & Services?

Reach out to a member of our team to get started today

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