Valerie Lane's Contact Details

Valerie Lane's Company Details

Jackson Square Financial

, California, United States • 1 - 10 Employees
Financial Services

Jackson Square Financial grew out of a simple concept; "Nobody cares about our clients as much as we do." With a heritage dating back to 1993, JSF, was built on a foundation of integrity, high levels of client service and a broad range of solutions designed to serve the needs of the small to mid-sized closely held business owner and busy executive. Our firm offers customized group benefits, retirement plans, and wealth management. We pride ourselves on listening to our clients, providing concierge levels of service, and implementing innovative solutions designed to address each client's individual needs.Our success has been built by a team of associates who have worked together for many years. Each member of the firm has a deep knowledge of their specialty area and has received many industry designations and credentials. It is with great pride that we enjoy long term relationships with our clients and take special pleasure in seeing our clients reach their financial goals.Graham Green, Ryan Sittauer & Chris Owen are registered representatives with and securities offered through LPL Financial, Member SIPC www.sipc.org. For a list of states in which we are registered to do business, please visit www.jsfin.comThird party posts found on this profile do no reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.