About Jackson Financial Advisors
Jackson Financial Advisors - Serving the Greater Boston Area, Massachusetts
Jackson Financial Advisors was founded by Lyman H. Jackson, CFP® after spending over two decades in the financial services industry. Jackson Financial Advisors is based in Newton, Massachusetts and provides financial planning, investment advice and 401(k) plan consulting in the Greater Boston area including:
- Boston, MA
- Cambridge, MA
- Watertown, MA
- Brookline, MA
- Needham, MA
- Dedham, MA
- Waltham, MA
- Belmont, MA
- Arlington, MA
- Newton, MA
- Wellesley, MA
- Natick, MA
- and other areas located in the Boston Massachusetts metropolitan region
History of Jackson Financial Advisors
After many years writing and managing investor publications, Mr. Jackson was looking for a broader, more holistic approach to managing one's finances. In 1998 he enrolled in the College for Financial Planning's program for CERTIFIED FINANCIAL PLANNERS™. Later he sat for--and passed--the 2-day CFP® examination and currently holds this designation.
In 2002 Mr. Jackson established the firm that today is known as Jackson Financial Advisors, Inc. The firm's mission was to create shareholder reports and investor guides for major mutual fund companies. At this firm Mr. Jackson continued working face-to-face with portfolio managers for several well-known investment firms. His job was to translate their technical management of investments into language that could be understood by investors.
Always an advocate for shareholders and investors, Mr. Jackson continues to take pride in placing clients' needs first.
Jackson Financial Advisors is an Independent Financial Advisory Firm
Jackson Financial Advisors is an independent firm specializing in financial planning, investment advice and 401(k) plans for small businesses. We are not part of a large organization and we do not have proprietary products to sell. As result, we are able to provide a high level of personal service and believe there are fewer limitations to placing our clients' needs first.
Our financial advisor firm serves two types of clients in Greater Boston, Massachusetts:
- Individuals and families
- Retirement plans for small business owners and non-profits
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.
|
