Serving Northern and Central Massachusetts
Find Your Financial Advisor
Prepare for the future with an advisor you can trust. Connect with an independent, fiduciary financial advisor today.
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Why Choose Jurnex, An Independent Financial Advisor?
Financial Independence
We’ll help you reach financial freedom and live life on your own terms. Grow your assets, manage cash flow and start enjoying living with the knowledge that your financial future is secure.
Fiduciary
Work with a firm that has a fiduciary responsibility to you. That means you can be sure you’re getting unbiased investment advice from an advisor who will always act in your best interests.
CFA® Charterholder
Get qualified investment advice from a Chartered Financial Analyst (CFA®), the gold standard in investment management. Achieve a better long-term financial outcome through smarter investing.
Ready To Get Started?
Get in touch with a highly qualified investment management firm
How It Works
1. Start The Conversation
Have an initial consultation with a qualified CFA® designated financial advisor
2. Create a Strategy
Create a comprehensive long-term investment strategy that works for you.
3. Grow With Confidence
Build a lasting relationship with Jurnex and secure your financial future.
Nationally Recognized By The CFA® Institute
The gold standard in investment management for financial professionals dedicated to giving transparent, ethical, and truly accountable service
Understand and plan your future better with Jurnex, an independent fiduciary financial advisor
See how a qualified financial advisor can help you achieve financial freedom
Investment Management
Achieve better investment results by working one-on-one with a highly qualified investment expert
- Stocks
- Bonds
- Real estate
- Personal business
- Stock options
- Pensions
- Qualified investment accounts
Financial Planning
Manage your cash flow throughout life and stop worrying about running out of money.
- Life goals
- Cash management
- Children
- College
- Estate planning
- Buying a home
- Starting business
- Retirement
Financial Independence
Monitor your progress and stay updated on market changes to ensure your assets grow along with you.
- Risk analysis
- Long-term investing
- Monitoring
- Investment tactics
- IRS representation
Get In Touch With A Highly Qualified Investment Advisor
Resources
Want to learn more?
Stocks
Real Estate
Investment Lessons
Saving
Wealth Management
- Wealth Management and Financial Independence
- How To Choose A Wealth Manager
- How To Choose a Financial Advisor in Washington DC
Retirement
- How To Master Your 401(k)
- Five Tips For Women 401(k) Investing
- The Top Retirement Mistake High Earners Make
- Self-directed IRAs – The Beginner’s Guide
- The Differences Between IRAs and 401(k) Plans
- Nine Surprising Advantages Of IRAs
Reviews
Ready for the next step in your financial future?
Get started planning your financial future today