There was a time when real people stood behind the name on a door, and a person's word or handshake meant something. At the Jal Dennis Group, it still does - and we're not about to change that. Whether you are preparing for retirement, saving for your kids' college, or want to save money on your taxes, we can help.
Guided Wealth Portfolio is an automated investment platform that combines 24/7 technology with access to a financial adviser. These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank?
Guided Wealth Portfolio is an automated investment platform that combines 24/7 technology with access to a financial adviser. These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank?
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Jal Dennis established the Jal Dennis Group in 2008. Transitioning his business to his own firm was an exciting time and became the catalyst for what would eventually become a family-run office. During this transition period, Jal's son, Trace, assisted him with the transfer process as a summer intern.
Jal Dennis is the founder of the Jal Dennis Group, an independent wealth planning and investment management firm located in Wylie, TX. From 2001 to 2020 he served the financial and investment planning and wealth management needs of. In 2014, Jal's son, Trace, joined the group. Trace is a U.S. Marine Corp veteran of the Iraqi war and earned a Bachelor of Business Administration in Accounting from the University of New Mexico.
The Jal Dennis Group provides individual investors and small business owners with retirement planning and strategies that seek portfolio growth. Our mission is straight forward: to preserve and build our clients' wealth through comprehensive financial planning and disciplined asset management. To fulfill this mission, we aspire to provide unsurpassed levels of client service and the highest standards of professional ethics and integrity.
How do you know the advice you receive is really in your best interest and not your advisor's? At the Jal Dennis Group, our clients are looking for a financial steward - an experienced advisor who will partner with them and serve as their advocate and guide on the path to pursuing their goals. Our focus is on long-term planning, not securities transactions.
Experience, insight and knowledge gained over multiple financial cycles and across financial disciplines. Client-centric approach to financial planning and wealth management that places your interests first. Commitment to educating and guiding you through life's transitions, market shifts and changes in your life, goals or objectives.
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Nov 03, 2017
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