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Every Investor has Different Needs
Are you
building wealth for your child's college education, or
for a major purchase? Maybe your most concerned
about your retirement needs.
Regardless of your answer, J.Campbell Financial can help
you develop the right strategy to meet and exceed your
goals.
Maybe
your concerns are with your personal business.
J.Campbell Financial specializes in advising Small
Businesses and the Self-Employed in implementing the
right retirement and investing strategies that fit your
current and future needs.
Account Types
J.Campbell Financial and Investors Capital can help you
with a variety of accounts to meet your immediate and
long-term goals. A short list of examples are
shown:
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Basic Investment Accounts
Educational and 529 Plan Accounts
Direct Mutual Fund Accounts
Traditional IRA's
Roth IRA's
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SEP IRA's
Corporate and Business Accounts
ProCash Platinum and Gold Accounts
Separately Managed Accounts
Trust Accounts |
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Comprehensive Solutions
Which
account is right for you? With J.Campbell
Financials expertise, you will know the advantages and
disadvantages of each account and what will suit your
needs best.
Have you
thought about consolidation? Consolidating you
retirement assets allows for a variety of savings.
Hitting the right breakpoints, or taking advantages of
cost savings with our ProCash Platinum or Gold Accounts
adds to your bottom line. Working with an advisor
that understands your complete situation and sees your investments daily can help in making sure you
have the right financial plan.
Have cash
at the bank or a CD that might be coming due, what type
of interest rate are you making on it? Are you
satisfied? Talk to J.Campbell Financial to receive
a list of competitive rate money market funds.
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J. Campbell
Financial
190 South
Glassell St., Suite 209
Orange, CA
92866
Office
714-538-8818
Fax
714-538-9918
jcampbell@investorscapital.com
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Current Licenses:
Series 7 -
General Securities Representative
Series 31 -
Futures Managed Funds
Series 66 - Uniform Combined State Law Exam
California
Insurance License: # OD98558
Current Registrations:
Arizona,
California, Colorado, New Hampshire, New Mexico, New
York, Texas |
Securities Offered Through Investors Capital Corporation
- Member
FINRA
SIPC
Advisory Services Offered Through Investors Capital
Advisors
230 Broadway, Lynnfield, MA 01940
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