About
A privately held company that serves high net worth individuals with investment, tax, wealth, and estate management.
JFO Group LLC provides complete solutions to preserve and grow family wealth by: - Investment Management that includes: investment solutions, private equity investment, investment strategy, asset allocation and investment policy. - Estate Management ensures that fortunes survive for the next generations. Legacy administration, trust administration and safeguarding assets are included. - Wealth Management intregates tax strategy, proactive tax planning, tax filing, bill pay and accounting, pro...
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Services
Investment Solutions
Private Equity Investment
Investment Strategy
Asset Allocation
Investment Policy
Estate Management
Legacy Administration
Trust Administration
Tax Strategy
Tax Filing
Legal Affairs
Financial Reporting
View All Services (14)
Contact
Current Hours
- Sun CLOSED
- Mon 8:00 AM - 5:00 PM
- Tue 8:00 AM - 5:00 PM
- Wed 8:00 AM - 5:00 PM
- Thu 8:00 AM - 5:00 PM
- Fri 8:00 AM - 4:00 PM
- Sat CLOSED
-
Sat CLOSED
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Detailed Information
- Location TypeHeadquarters
- Opening Date2007
- Annual Revenue Estimate11900000
- SIC Code show
- Employees10 to 19
- Contactsshow
- President Jeffrey Jensen