The JW Team at Royal Securities Co.

Founded 1936 • Angie's List since November 2013

Not Rated| 0 Reviews

Description

The JW Team consists of John and Jamison Worst, and support staff. We have over 40 years of combined experience of helping individuals and small businesses with their investment, retirement, and life insurance needs. We create custom solutions for each client, monitor their investments, and try to manage the risk in their portfolios....

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Call (888) 864-8940. We are a no-cost service working with over 200 insurance companies in all 50 states. 10-time Super Service Award winners. Our policyholders get free claims support for life! We work for you, not the insurance companies. Our services are free and you pay the same no matter where you shop!

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Services Offered

We specialize in asset and risk management, retirement and general financial planning, and client education. Our areas of expertise: -Accounts: individual, T.O.D., and joint accounts, IRAs, ROTH IRAs, rollovers, education savings, trusts, corporate accounts, fee-based and commission-based accounts -Small Business Plans: 401(k), 403(b), 457(b), SIMPLE and SEP plans, ROTH plans -Investment Areas: money markets, CD’s, stocks, bonds and other fixed income, funds, real estate

Services Not Offered

-private placements -fund raising for start-ups -home, auto, health insurance

General Information
Free Estimates
Yes
Payment Options
Check
Senior Discount
No
Emergency Service
No
Warranties
NO