Nicole Mongeon's Contact Details

Nicole Mongeon's Company Details

Rembert Pendleton Jackson

Idylwood, VA, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

FINANCIAL AND INVESTMENT ADVISORSRembert Pendleton Jackson offers a wide range of investment advisory services to individual and institutional investors. Based in Falls Church, Virginia, the firm has been serving individual clients from around the nation's capital and in over 30 states since 1974 and serving non-profit organizations since 1994. Collectively, the principals have over 85 years experience in providing these services.The Firm's mission is to provide every client with the highest level of individualized service our profession has to offer. We custom-tailor our advice because each client has different needs. We provide our clients with recommendations and assistance to meet their unique requirements.Our clients include individuals, families, corporate executives, business owners, medical professionals, retirees, qualified retirement plans, associations and charitable organizations. We focus our efforts on long-term investment strategies utilizing wealth management techniques. We advise clients as fiduciaries and fully embrace those fiduciary duties. We manage risks and generate returns within the guidelines set forth by each client. The principals also serve as fiduciaries of several trusts and estates.