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SoCal Networking, Inc
8600 Beach Blvd #102
Buena Park, CA 90620
P: (888) 476-5350
info@socalbni.com

 

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Jeffrey Tilson

JST Investment Consulting, RIA

Ambassador



My BusinessI help individuals and families take the stress out of investing. In a world of almost infinite investment opportunities and quite frankly, information overload, it can be very confusing how to shut out the noise. I develop a goal oriented plan and implement a proper investment strategy without all the guesswork. There are no commissions or withdraw penalties at any time. FEE-ONLY/FIDUCIARY) (Financial planning, investment management, company retirement plan implementation, small business consulting, investment risk mitigation, education planning, real estate investment, hard money and alternative investment financing strategies, retirement planning, income tax management, estate and trust administration)

Ideal ReferralAn individual or family that wants a fresh look at their investment portfolio. Typically this includes high achievers, retirees, soon to be retirees, and heirs.

Top ProductWealth Management Strategies

Top Problem SolvedI save my clients 50% or more in costs and fees associated with working with a Financial Advisor without compromising service or performance. This can add up to tens of thousands of dollars over the investment time period.

My Ideal Referral PartnerCPA