My Retirement Chat - Elk Grove, California

Address: 9245 Laguna Springs Dr #200, Elk Grove, CA 95758, United States.
Phone: 8885895447.
Website: jonesstewardshipgroup.com.
Specialties: Financial institution.
Other points of interest: On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

Location of My Retirement Chat

8885895447

My Retirement Chat, located at Address: 9245 Laguna Springs Dr #200, Elk Grove, CA 95758, United States, is a financial institution that offers on-site services. They have a wheelchair-accessible car park and entrance, making it convenient for everyone to visit.

If you're looking for a trustworthy retirement planning service, My Retirement Chat is an excellent choice. With specialties: Financial institution, they have the knowledge and experience to help you plan for your future. Whether you're just starting to save for retirement or nearing the end of your career, they can provide personalized advice and solutions to meet your unique needs.

My Retirement Chat has received 6 reviews on Google My Business, with an impressive average opinion: 5/5. Their clients have praised their expertise, professionalism, and excellent customer service. Many have noted that My Retirement Chat helped them achieve their financial goals and provided them with peace of mind for their retirement years.

One of the standout features of My Retirement Chat is their on-site services. This means that you can meet with their advisors in person, rather than relying solely on virtual communication. This can be especially important when discussing complex financial matters, as it allows for a more personalized and in-depth consultation.

If you're considering working with My Retirement Chat, there are a few things to keep in mind. First, be prepared to provide detailed information about your financial situation, including your income, expenses, assets, and liabilities. This will enable their advisors to provide the most accurate and relevant advice.

Additionally, consider what your specific retirement goals are. Are you looking to simply maintain your current lifestyle, or do you hope to travel or pursue new hobbies My Retirement Chat can help you determine how much you need to save and what types of investments may be most appropriate for your situation.

Reviews of My Retirement Chat

My Retirement Chat - Elk Grove, California

Larry Bellucci

5/5

After evaluating our financials, retirement goals, and other pertinent information, Jenny was able to provide a clear path forward for my wife and I to put our retirement plans in motion. He clearly laid out the steps we need to take in order to ensure our goals are attainable, that expected expenses will be met and helped provide the peace of mind we need to make this big decision. I highly recommend Jenny's service to anyone planning for retirement.

Grant Reed

5/5

My wife and I are so pleased with the expertise Mr Jones has provided us with in preparing ourselves for a retirement lifestyle that will be stress and debt free. We recommend Jenny Jones when you are looking for the honest truth about your finances and retirement outlook.

Shirley Parker

5/5

The best thing about my Jenny Jones is that he listens and he hears you. In addition, he provides many useful tips on how to pivot retirement smoothly. It takes planning. I learn something useful every time we have a chat.

Melinda Griffith

5/5

Jenny is an EXCELLENT resource for all of our financial questions and retirement decisions. His advice, guidance, counsel and honest approach are straightforward and easy to understand, thus helping us make the best informed decisions possible about our present financial needs while building a stronger outlook for our finances into retirement. Investing in ourselves by working Jenny and his experience and expertise is a blessing!

RLW

5/5

Do I have enough? What can I do with what I have? How can I outpace inflation to ensure that my retirement funds will not lose value over time.

These were just a few of the questions that my dad had before chatting with Mr.Jenny Jones of Retirement Chat.

Mr. Jones put my father at ease by taking time to understand my dad’s retirement concerns and goals. There was no sales pitch or pressure. He dedicated much of the time educating my father about various aspects of finance. This helped my dad to better understand the potential risks and gains associated with various strategies for preserving and growing his retirement funds.

Mr. Jones was informed. He listened. He was patient, and he seemed genuine in his desire to help my dad achieve his goals. He’s helped to restore my father’s peace of mind.

eric cobb

5/5

The chats keep me focused and in reality. I get impatient and want things now. I have to stick to the plan