Wealth Services

Helping you reach your financial destination

JA Counter’s wealth management practice focuses on an integrated approach to managing client wealth through financial planning, estate planning and investment management. Our unique implementation model helps our advisors gain a thorough understanding of every client’s financial situation, timeline, goals, objectives and tolerance for risk. We will also learn about their personal lifestyle, family needs and desired charitable legacies in order to help them achieve their financial goals. Our financial advisors strive to anticipate and resolve financial problems, providing wealth management leadership for each client’s long-term financial success. They will leverage JA Counter’s national resources to help guide your journey to overall financial well-being.

Wealth Services

We do not offer every plan available in your area. Currently we represent 9 organizations which offer 64 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. JA Counter and Alera Group are not affiliated with Cambridge. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals residing in the following states: FL, IA, IL, NE, ND, WI, MN, TX, VA. Agency is not affiliated with Medicare or the government.