Jennifer W. Poole
Financial Representative

CONNECT

Address:

3727 Rainbow Dr.
Rainbow City, AL 35906

Phone:

(256) 442-4388

Fax/Other:

(256) 442-6488

Our Services

 

 

  • Retirement planning* 

    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

     
  • Risk management

    Reviewing existing insurance policies (life, auto, home, etc.). Recommending policy changes when appropriate. Helping to find the best policy for your situation.

     
  • Education funding*

    Recommending investment and accumulation strategies to help you pay for your children's education.

     
  • Investment Planning*

    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

     
  • Employee and executive benefits

    Helping your business attract and retain qualified employees through benefit packages.

     

     
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        • Mutual Funds*
        • Variable Annuities*
        • Tradition & Roth IRAs
        • 401(k) and Retirement Rollovers*
        • Educational Savings Accounts & 529 Plans*
        • Life Insurance
        • Disability Insurance
        • Fixed, Indexed Annuities
        • Long-Term Care
        • Complimentary Financial Analysis
        • Seminars



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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck