A financial advisor plays a very personal role in people's lives. It's not surprising, then, that it can be overwhelming to find an advisor and wealth management firm you trust and want to work with for the long-term. At Jurick Financial Services, we want to make it easy for you to get to know us and understand how we can help you and your family.
We are an independent wealth management and retirement planning firm. Led by Darren Jurick, our mission is to help people feel more confident with their finance future and guide them toward their greatest retirement dreams. We believe small businesses are the backbone of America. At Optima Financial Group, we do our utmost to help you thrive in today's competitive marketplace.
We are an independent wealth management and retirement planning firm. Led by Darren Jurick, our mission is to help people feel more confident with their finance future and guide them toward their greatest retirement dreams. We believe small businesses are the backbone of America. At Optima Financial Group, we do our utmost to help you thrive in today's competitive marketplace.
Services
Jurick Financial services mission is to become intimately familiar with our clients financial objectives and provide them with secure sensible and reliable financial advice and solutions. Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
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