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JP Morand & Company

JP Morand & Company was founded with the goal of assisting our clients’ financial lives. For each of our clients we strive to help create a wealth plan and assist you on your road to financial independence.

For  40 Years "Our Goal is to Help you Reach Yours" 

Jeff's Commitment

My staff consists of experienced wealth and insurance professionals with a "hands on" approach to wealth & retirement planning. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As Jeff provides investment services through affiliation with Independent Financial Group, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Jeff's Principle

My company is based on the principle that education and understanding of your current goals and financial situation is vital to successfully make prudent decisions concerning your wealth and retirement . If you have any questions about your current plan or wish to schedule an appointment, send us an email or give us a call at (303) 860-1234.

Jeff's Process

For illustrative purposes only. Because investors’ situations and objectives vary, this information is not intended to indicate suitability for any particular investor.