John Graham And Associates

Description

• Welcome to our page! John Graham and Associates is a financial services team dedicated to helping our clients make intelligent decisions regarding their financial future. Our team provides a high level of personalized, one-on-one financial planning service to our clients: individuals, for-profits and not-for-profit businesses. We provide education, service, and guidance that is unbiased, fair, and ethical. It is our commitment to provide the planning, advice, tools, and service to our clients in a timely, professional, and courteous manner. Through John Graham and Associates strategic alliances, we have access to cutting-edge technology, research and support that is delivered by our knowledgeable and dedicated staff who take the time to get to know you and your needs. Our mission: We work together as a co-responsible team to improve our clients unique financial situations. We provide education, service, and guidance that is unbiased, fair, and ethical. We embrace challenges as opportunities for growth from which the positive impacts are generational. We provide our clients with a steady, guiding partnership, our community with the help it needs, and our team with the job satisfaction that is earned every day. We value our communities, our co-workers, and most of all our clients and the faith they have in us. Services we provide: Whether you are an individual, for-profit business, or not-for profit entity, we are ready to help you with all your financial planning needs, including: Portfolio Construction and Management Easy(k) 401(k) Open Multiple Employer Plan Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers Smartdonor Charitable Giving Strategies for donors and not-for-profit organizations And Much More Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and JGA are affiliated.
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  Headquarters:300 East Washington Street , East Peoria, Illinois, United States

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  Phone Number: +1 309-699-6608

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  Website: https://www.investwithjga.com

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  Employees:18

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  Revenue:$1 - 10M

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  Legal Name:John Graham And Associates

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• |  NAICS Code: 523120  |

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