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  2. Investments

Investments

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Investment Services

  • Brokerage Accounts
  • Individual Retirement Accounts:
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • SEP IRA
  • Qualified Business Retirement Plans (401(k), 403(b), 457 plans)
  • 401(k) Rollovers
  • Managed Money Platforms
  • Third Party Money Manager Access
  • 529 Plans
  • Common Stock
  • Mutual Funds
  • ETFs
  • Bonds
  • Treasury Notes
  • Govt Securities
  • Variable Annuities
  • Fixed/Index Annuities
  • Life Ins
  • Long Term Care/Disability/Critical Illness
  • Certificates Of Deposits
  • Check Writing
  • Debit Cards
  • Health Insurance

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (513) 701-9069
Fax: (513) 701-9377
Toll Free: (833) 671-1844

Email: jay@jrswealthmgt.com

5770 Gateway Boulevard, Suite 101, Mason, OH 45040

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  • Legal, privacy, copyright and trademark information

Securities and advisory services offered through Prospera Financial Services, Inc. Member FINRA/SIPC.

The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.

Investment Advisor magazine, 2018, 2015, 2014, 2012, 2010, 2009, Division I. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year.

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