Investment Consultation

Service Description

Request a Confidential Meeting with an Investment Specialist: Most people are taught how to work hard for money, but few are taught how to make their money work hard for them. At TBJ Consultants, we have licensed investment specialists that can help you find the right savings solutions for your goals, help grow your assets, & help make sure your hard-earned money is working hard for you! We're partnered with some of the largest asset management companies to provide you with the highest quality products & services for your investment strategies. Grow With Us: +Mutual Funds +Individual Retirement Accounts (Traditional & Roth IRAs) + Business Retirement Accounts (SEP, Simple) +Money Markets +Annuities (Fixed, Variable) + Accounts for Minors (UGMA, UTMA) +College Savings Plans +Rollovers / Transfers +The Power of Compound Interest + 3 Fundamental Savings Accounts Contact us & we'll have an Investment Specialist reach out to you!