PROFESSIONAL PROFILE
Jason Giordano
https://public.websteronline.com/personal/investment-management
Professional Approach
Jason provides holistic wealth management services that address the full spectrum of his clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.
Working closely with each client, Jason uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, Jason monitors its performance on an ongoing basis, and makes any adjustments as needed.
With over 14 years' experience in investment services, Jason specializes in helping retirees and pre-retirees pursue their financial goals. In 2018, his high level of performance has earned him a membership in LPL’s Director's Club. This distinction is given by LPL Financial to top advisors based on their annual production compared to more than 14,000 registered LPL advisors nationwide. It reflects Jason’s experience in delivering the financial advice and personalized service his clients need to pursue their financial goals.