
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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