As a Registered Representative with Intervest International, Jack has had the pleasure of working with both individuals as well as business owners throughout the Metropolitan Area. In this ever changing world for both individuals and business owners, it is a critical function in his role to “partner” with the client. As a trusted partner, it is his responsibility to help the client understand and set a path to achieve their financial goals. Jack specializes in business strategies, which includes preparing business strategies employee and executive benefits including, but not limited to; qualified and non qualified retirement plans as well as the investment management and Estate strategies.
Being involved with a boutique firm allows him to utilize a team approach within his process. The team of specialists reviews all the cases with the representative to insure proper implementation.
John is a Registered Representative of Intervest International and offers securities in the following states: New Jersey, New York, Texas, Florida, South Carolina, California, Pennsylvania & Colorado. John is insurance licensed in the following states: New Jersey, New York, Texas, Florida, South Carolina, California, Pennsylvania & Colorado.
Getting started is easy! Simply fill out the form below and set up a meeting with one of our experienced team members. In this introductory call, we’ll discuss your financial goals and go over the materials we need from you in order to move forward.
Intervest International, Inc. (III), Registered Investment Advisor, is registered with the SEC and has filed to do business in the District of Columbia and in all states except Vermont, and Wyoming.
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