The Jal Dennis Group

At the Jal Dennis Group, we believe that real people still stand behind the name on a door, and a person's word or handshake still means something. That's why we've built our business on a foundation of trust, integrity, and a commitment to serving our clients above all else.

Our Story

Founded in 2008 by Jal Dennis, our firm has grown into a family-run office dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Our team of experienced and caring advisors takes the time to understand each client's unique goals, values, and aspirations, and then works tirelessly to help them achieve financial freedom and security.

Our Services

We offer a wide range of services designed to help our clients manage their financial lives and achieve their long-term goals. Our services include:

• Financial Planning: We help our clients create a personalized financial plan that aligns with their goals, values, and priorities.
• Investment Management: Our experienced investment managers work with our clients to develop a customized investment strategy that takes into account their risk tolerance, time horizon, and investment objectives.
• Retirement Planning: We help our clients plan for a secure and fulfilling retirement, whether that means traveling the world, pursuing hobbies, or simply enjoying time with loved ones.
• Tax Strategies: Our team of tax experts works with our clients to develop a comprehensive tax strategy that minimizes their tax liability and maximizes their wealth.
• Insurance: We offer a range of insurance products and services designed to help our clients manage risk and protect their loved ones.
• Education Planning: We help our clients plan for the rising cost of education and develop a strategy to save for their children's or grandchildren's educational expenses.
• Estate Planning: Our estate planning services are designed to help our clients protect their legacy, minimize estate taxes, and ensure that their wishes are respected.
• Trust Services: We offer a range of trust services, including trust administration, trust tax preparation, and trust accounting.
• Guided Wealth Portfolio: Our automated investment platform combines 24/7 technology with access to a financial advisor, providing our clients with a convenient and cost-effective way to manage their investments.

Our Commitment

At the Jal Dennis Group, we're committed to delivering exceptional service, personalized attention, and unbiased advice to our clients. We believe that our clients' success is our success, and we're dedicated to helping them achieve their financial goals and dreams.