J2 Capital Management - Cape Coral, Florida

J2 Capital Management es una empresa de asesoramiento financiero con sede en Cape Coral, FL, Estados Unidos. La empresa se encuentra ubicada en 1222 SE 47th St Office Suite C-1, lo que la hace fácil de encontrar para los clientes que buscan servicios de planificación financiera.

Sobre la empresa

J2 Capital Management ofrece servicios de planificación financiera para ayudar a las personas y las familias a alcanzar sus objetivos financieros. La empresa cuenta con una experiencia y habilidades en el campo del asesoramiento financiero, lo que le permite brindar soluciones personalizadas a sus clientes.

Especialidades

Las especialidades de la empresa incluyen:

• Financial planner

Información de contacto

Para contactar con J2 Capital Management, puede llamar al teléfono 888-888-0430 o visitar su sitio web en j2cm.com.

Otros datos de interés

La empresa tiene las siguientes características y facilidades:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Restroom
• Apuntamentos recomendados

Opiniones

Según las opiniones de los clientes, J2 Capital Management tiene una puntuación promedio de 5/5 en Google My Business.

👍 Reviews of J2 Capital Management

Bob

5/5

As I was approaching my 50s, approximately 20 years ago, I felt less comfortable managing my own retirement assets. While spending an increasing amount of time looking at them, I felt increasingly less confident in my decisions. It was at this point I decided to seek the help of a financial advisor.

After looking at two other possibilities, I selected John Benedict because I liked his long-range planning and analytical approach. He helped me consolidate most of my assets in one place and create a comprehensive plan, including tax strategy, that met my specific needs and took my risk comfort level into consideration.

I have recommended John to a few of my fellow retirees at my company as well as to my son and daughter-in-law. I always tell people John Benedict is knowledgeable and an analytical thinker. He has made it a point to be an expert in the business and stay ahead of the curve on volatile market conditions. When J2 added John Solomon as a partner, I benefited from even more strategic planning services, including tax strategy.

The most important benefit of working with John and his team is the comfort in knowing that I don’t have to worry anymore about whether I’ve made the right decisions regarding investments or whether I’ll be able to continue to enjoy retirement. We’ve set goals together—and have met them all.
- Bob

John P.

5/5

Many years ago when my wife and I began raising young children, we thought it was important to work with a financial professional who could advise us and help us plan for all the typical goals of a family. Budgeting, investing for special purposes, retirement, and college savings began to take on more importance, and we felt we needed a level of professional advice.

We have been associated with John Benedict for at least 10 years at different firms as he has honed his expertise and built a full-service advisory practice that acts in his clients’ interests rather than selling products on commission. We initially had bad experiences with advisors who sold us products based on their needs rather than ours and learned the value of independence in our advisors.

For many years, our most important goal was helping our retirement savings to grow in order to achieve financial independence in retirement, and J2 has always had this at the forefront of their services.

The addition of John Salomon to the practice has enabled the firm to expand its financial and tax planning capabilities beyond the field of investment advising. I have not found other firms that do the level of tax preparation and planning that J2 can offer along with investment and financial planning services, and this is highly important to me due to the increasing tax implications of managing our finances.