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
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