JL Parrish Investments, Inc. was founded with the goal of assisting my clients in various aspects of their financial lives. By providing the most personal service available, thus earning a reputation for excellence in our industry. For each of my clients, a goal is set to help create financial stability and security to provide financial independence.
As a Financial Advisor focused on personal, private, and customizable services. Aspiring to have only a limited number of clients so as to provide a higher quality of personal service to every one of them.
- Taking the time to understand your goals in life and how you feel about your money.
- Your financial plan shows you what you need to do to fund your goals in life.
- Monitoring of your investment accounts and sending you reports.
- Your portfolio is tailored to your goals and your ability to withstand market risks.
- Advice offered to you on all your financial affairs—investing, retirement, estate planning, insurance, and other issues—or design a plan to address a single aspect of your finances.
- You will understand everything that is done for you—your investments, fees, and financial plans.
- As an independent advisor, my advice is not influenced by a corporate parent so you benefit from the freedom JL Parrish Investments, Inc. has to choose the right solutions for you.
A variety of options are available to fit your needs, from fixed fees to hourly consultations. To learn more about how JL Parrish Investments, Inc. can help you achieve your financial goals, please contact the office for an appointment today!
Who Should Invest with JL Parrish
Knowing that a single company can’t be all things to all investors. JL Parrish Investments, Inc. has a distinct set of guiding principles and investment philosophy. For decades, belief in the same basic strategy of buying quality investments that have proved themselves over time. JL Parrish’s financial advisor meets with you and talks with you regularly to make sure everything offered and done is best able to meet your financial needs.
If you want to trade options and commodities online, there are plenty of firms and websites that can help you do that. For JL Parrish, it’s about getting to know you and what you want to achieve. Working together to build a strategy to help you get you there is key. This is the proven approach used, and one JL Parrish is sticking with. Most of my clients share some common investing preferences. See if any of these sound like you.
- You have long-term goals and are willing to follow a disciplined strategy to get there.
- You want to work with a financial advisor who works with individual investors.
- You want to have a conversation about retirement or saving for education, not just push a “BUY” button.
- You value the relationship that can be developed with your financial advisor
JL Parrish consists of an experienced professional with a “hands on” approach to financial guidance. Not only will you find JL Parrish knowledgeable, but you will also discover that I truly care about making your dreams a reality. As your Financial Professional, doing everything in my power to keep you focused on where you want to go is paramount, advising you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
The founder, Jay Parrish, worked in corporate America for two decades. At that time, he became gravely aware of how poorly retirement plans were in educating the employee and preparing them for retirement. He personally witnessed many individuals retirement slip to half their value causing the individuals to extend their working career and delay retirement. All of this could have been avoided had the employees been properly educated. This is the motivation that spurred Jay to focus on corporations – to help them better achieve their fiduciary responsibilities for their employees.
JL Parrish Investments, Inc. is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send an email or call the office at (904) 634-7780.