Kate Lacey's Contact Details

Kate Lacey's Company Details

JBJ Invest

Charleston, SC, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

JBJ Invest is an independent financial planning and Registered Investment Advisory (RIA) firm based in Charleston, South Carolina. At JBJ Invest, we are focused on providing clients with portfolio management and comprehensive financial planning solutions. We accept clients from all walks of life, but we specialize in working with dentists, physicians and small to medium business owners who are often too busy running a business to grapple with the complexities of investing and retirement planning for both themselves and their employees.While we are based in Charleston, South Carolina, we provide professional services to clients in over 40 different states. No matter the distance, we are committed to building long-term relationships with our clients through our high service standard, industry insight and expertise.