JP Morand, Financial Advisor, Wealth, Legacy & Success Planning - Englewood, Colorado

J.P. Morand is a reputable Financial Advisor, specializing in Wealth, Legacy & Success Planning. With a focus on providing personalized financial advice, J.P. Morand has established a strong reputation for delivering exceptional services to clients.

Location and Contact Information

J.P. Morand is located at Address: 6500 S Quebec St # 300, Englewood, CO 80111. You can reach them by phone at 38601234 or visit their website at jpmorand.com.

Specialties

As a Financial Advisor, J.P. Morand offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. They are dedicated to helping clients achieve their financial goals and build a secure future.

Onsite Services and Accessibility

J.P. Morand is committed to providing a convenient and accessible experience for all clients. They offer onsite services, a wheelchair accessible entrance, wheelchair accessible parking lot, wheelchair accessible restroom, and wheelchair accessible seating.

Client Reviews and Opinions

J.P. Morand has received numerous positive reviews from satisfied clients. With 23 reviews on Google My Business, they have an impressive average opinion of 4.8/5.

"Jeff Morand was recommended to me by a friend. I requested a consultation call, and Jeff called me right on time. He answered several questions and gave me advice on my personal circumstances without me being an actual client. He was friendly and generous with his time."

"Jeff and his team have always been great at answering my 'many questions' and overseeing my investments. HIGHLY RECOMMEND"

"Jeff is a trusted advisor for many years. He digs in on details and presents a broader view that I appreciate. Always good working with him."

Recommendation

If you are looking for a reliable and experienced Financial Advisor, J.P. Morand is an excellent choice. With their expertise in Wealth, Legacy & Success Planning, they can help you achieve your financial goals and secure your future. Contact them today at 38601234 or visit their website at jpmorand.com to learn more.

👍 Reviews of JP Morand, Financial Advisor, Wealth, Legacy & Success Planning

Cami Brewer

5/5

Jeff Morand was recommended to me by a friend. I requested a consultation call. An appointment was made and Jeff called me right on time. He answered several questions and gave me advice on my personal circumstances. All of this without me being an actual client. He was friendly and generous with his time.

Jan Burkhardt

5/5

Jeff and his team have always been great answering my "many questions" and overseeing my investments. HIGHLY RECOMMEND!

Alan Malik

5/5

Jeff is a trusted advisor for many years. He digs in on details and presents a broader view that I appreciate. Always good working with him.

Terry Penney

5/5

Jeff is one of the few advisors that understands the ins and outs of driving forces behind the world financial system. He is passionate about providing the best financial advise to each client who is treated as an individual with specialized needs. He is cheerful and listens for thoughtful input from each client.

Kevin Olson

5/5

I have been working with Jeff for 23 plus years. He manages my investments and has been a very positive successful help to me and my portfolio and a dear friend.

Michael Wilson

5/5

Jeff is wonderful to work with and passionate about helping with our investments. He’s patient with our questions and has an amazing depth of knowledge of the finance world.

Priscilla Norbie

5/5

Jeff has educated me regarding my investments. I have experienced very healthy returns. I would, without hesitation, recommend his financial services.

Rick Stolz

5/5

I have been extremely happy with my alternative investments made with Jeff. He is very knowledgeable in this space and keeps current on new investment ideas for my portfolio.