Jane Welch

Jane Welch

Focus Wealth Management

This advisor will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Business Owner

Offering advice since: 2008

Areas of expertise:

  • Annuities
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Jane Welch:

Jane Welch, a Financial Consultant and founding partner with Focus Wealth Management, brings over 23 years experience working with individuals primarily in the area of Financial and Retirement Planning. She is committed to establishing a solid relationship with her clients and providing quality financial strategies.

Her primary focus over the years is quality service built on ethical financial advice. She earned a Bachelor's Degree from Miami University, and holds 6,7,63,65 registrations through LPL Financial and also has her Life, Accident and Health Insurance Licenses. Throughout her career, Jane has consistently been a qualifier for the President's Circle of Excellence distinction, awarded through her prior employer.

Jane resides in Liberty Township with her husband and two children.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Not specified

Education:

Not specified

Will provide references upon request?

Yes


Further information about Focus Wealth Management:

(Size of firm: 0-9 advisors)

Focus Wealth Management, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our company is based on the principle that education and understanding of one's current financial situation is vital to successfully make prudent decisions concerning one's future financial condition.


Contact Information for Jane Welch

Phone: 513-942-0445
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Fax: 513-860-4084

Address for Jane Welch:
8745 Union Centre Blvd.
West Chester, OH, 45069

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