Why the Jal Dennis Group?

How do you know the advice you receive is really in your best interest and not your advisor's? 

At the Jal Dennis Group, our clients are looking for a financial steward – an experienced advisor who will partner with them and serve as their advocate and guide on the path to pursuing their goals. Our focus is on long-term planning, not securities transactions. Our planning process is collaborative and requires your input every step of the way to ensure your goals and interests remain front and center.

We have a team, not a single advisor, who can assist you with all of your financial planning needs. Each member of our team specializes in a different aspect of planning and has the experience to support you in all of your personal and professional financial endeavors

 Personal finances aren’t simple. They are complex and oftentimes confusing. We simplify your finances by explaining them in a way that makes sense and leads to greater understanding. Through education and insight, you will be in a position to make well-informed decisions that support the pursuit of your goals.

As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial independence on your terms.

• We have no obligations to investment product providers.
  
• We have no cross-sell quotas or home-office directives that may lead to conflicts of interest.
  
• We spend our time developing customized strategies for the unique challenges you face.