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Jackson Personal Financial Services.

Trusted Professionals Providing Personalized and Confidential Service.

Providing You with Daily Money Management to meet your needs.

 

 

Welcome to Jackson Personal Financial Services. We are dedicated to your daily money management needs and bringing peace of mind. Please contact us to discuss your needs and how a Daily Money Manager may benefit you, your family business or your family member.
Services
 

Jackson Personal Financial Services provide the following services to the clients for their personal or small business needs:

 

  • Bill Paying
     

  • Reconciling checking accounts and investment statements
     

  • Preparing and making bank deposits
     

  • Organizing tax documents
     

  • Providing general organizational assistance
     

  • Referring clients to legal, tax and investment professionals and to community resources
     

  • Notary services and many other services  

Who Can Benefit:
 
  • Seniors who want to remain independent but need assistance in handling their daily financial affairs
 
  • Caretaker spouses who are overwhelmed with the daily emotional and physical demands of an ailing spouse
     
  • Children of Seniors' whose ability to assist their parents is limited by time or distance.
     
  • Recently Widowed or Divorced
     
  • Individuals going through a temporary medical crisis
     
  • Closely held, family owned businesses.
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