J2 Capital Management
J2 Capital Management

J2 Capital Management

Offers remote services
Discounts available
Offers remote services
Discounts available
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Introduction: Specializing in In-House Custom Financial Planning, Tax, Estate & Investment Management HELPING YOU PLAN, BUILD WEALTH, AND MANAGE RISK THROUGH A TEAM OF IN-HOUSE TROY, MI BASED FIDUCIARY PROFESSIONALS

Serves Troy, MI

4 employees

11 years in business

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  • What should the customer know about your pricing (e.g., discounts, fees)?

    J2 Capital Management is a fee-based fidcuiary advisor. Our fees can be AUM based or hourly depending on the scope of the work needed.

  • What is your typical process for working with a new customer?

    Our process is to schedule a complimentary discovery meeting to understand your goals and concerns. From there we are able to recommend a full suite of services we provide including retirement planning, tax preparation, custom investment management and even drafting wills and trusts.

  • What education and/or training do you have that relates to your work?

    We have CFP's, CPA's on staff

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