Michele Tucker

Director Of Operations And Business Development at Jackson Personal Financial Company - N/A, N/A, N/A

Michele Tucker's Contact Details
HQ
N/A
Location
Jacksonville Beach,Florida,United States
Company
Jackson Personal Financial Company
Michele Tucker's Company Details
Jackson Personal Financial Company logo, Jackson Personal Financial Company contact details

Jackson Personal Financial Company

N/A, N/A, N/A • 5 - 9 Employees
Financial Services

Jackson Personal Financial Services serves as a Daily Money Manager. A Daily Money Manager (DMM) is a professional whom provides a wide range of personal business assistance to clients who want help managing their day to day monetary affairs. DMM can assist with organizing and tracking financial and medical papers, pay bills, and maintain bank accounts. The benefits of the services includes saving time and errors. Also a DMM can assist with negotiating on a client's behalf or help prepare for a major purchase. The types of services offers through JPFS services are as follows- • Bill Paying, including calls to payees regarding incorrect bills and preparation of checks for client's signature. • Reconciling checking accounts and investment statements • Preparing and making bank deposits. • Organizing tax documents. • Negotiating with creditors (such as lower rates on credit cards) • Providing general organizational assistance • Referring clients to legal, tax, and investment professionals and to community resources. • Notary Services • Sort Mail • Set up a list of monthly income and expenses • Obtain, distribute or deposit cash in the amount the Client designates • Prepare correspondence for Client's signature

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Details about Jackson Personal Financial Company
Frequently Asked Questions about Michele Tucker
Michele Tucker currently works for Jackson Personal Financial Company.
Michele Tucker's role at Jackson Personal Financial Company is Director Of Operations And Business Development.
Michele Tucker's email address is ***@jacksonpersonalfinancialservices.com. To view Michele Tucker's full email address, please signup to ConnectPlex.
Michele Tucker works in the Financial Services industry.
Michele Tucker's colleagues at Jackson Personal Financial Company are Heather Jackson and others.
Michele Tucker's phone number is N/A
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