JST Investment Consulting, Inc.

More Info

We take the stress out of investing

General Info

With more than 50 years of combined experience, JST Investment Consulting, Inc. has what it takes to help you create your individualized investment plan. As a small boutique firm, we are able to take a personal interest in all of our clients. Providing value and expertise is our top priority, because every dollar counts. People seek financial planning and advice for many different reasons. Some are looking for help with retirement planning or specific future financial goals; others experience life changes or market changes that they’re not sure how to plan for or adapt to. Everyone wants to make sure they make informed financial decisions throughout their lives. Does this describe you?Why Fee Only? The only thing true Fee Only advisors “sell” is their professional assistance and advice. We work solely for our clients, focusing only on their best interests. True Fee Only advisors receive no compensation from any product recommended. We do not represent any product or company; we only represent you, the client. Our compensation comes only from the fees paid by our clients. We NEVER accept commissions, trails, cross-selling fees, referral fee arrangements, kickbacks, surrender fees, sales contests, “educational cruises” and vacations, or “free” gifts. Because Fee Only advisors have no monetary interest in your purchase or investment decision, you do not have to wonder if the recommendations offered are being influenced by commissions or other forms of vendor-paid compensation. Because there are no third-party influences to color the financial and investment recommendations rendered, Fee Only planners can concentrate on providing the highest level of personalized service and offer professional, independent, unbiased advice.

Payment method

visa, discover, mastercard, all major credit cards, check, debit, amex

Location

3020 Old Ranch Parkway Suite 300 Seal Beach, CA 90740 p: (562) 999-4578 f: (562) 222-7223 At 405 freeway and Seal Beach Blvd. in Orange County

Neighborhoods

Old Ranch, Seal Beach

Amenities

Your personal portfolio may be created using a broad range of investment choices and professional money managers as part of an investment advisory asset-based service. We can recommend one or more of the following managed account investment solutions for your taxable and retirement assets: Nondiscretionary investment advisory accounts provide you access to a broad array of publicly traded securities. You can bring all your investments together into one coordinated and flexible portfolio. Your account will be allocated according to your investment needs, with the added benefits of ongoing financial advice and portfolio reviews. We make regular investment recommendations that you review and approve. Discretionary investment advisory accounts provide you with the same broad array of publicly traded securities as nondiscretionary investment advisory accounts, and they are actively managed and monitored by us on your behalf with your best interest in mind.

Accreditation

Los Angeles Society of Financial Analysts

Financial Planning Association

International Society of Financial Analysts

Associations

MBA, CFA, CIC, CRPC, AAMS, AWMS,

Other Link

http://jstinvestmentconsulting.com

Categories

Investment Management, Financial Services, Investment Advisory Service, Retirement Planning Services

Other Information

Parking: Self, On Site

Wheelchair Accessible: Yes

Reviews

Details

Phone: (562) 999-4578

Address: 3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740

Website: http://jstinvestmentconsulting.com