About Mabee & Associates Private Wealth Management - JENNIFER MABEE, CFP RRC FDS
Mabee & Associates Private Wealth Management specializes in complex financial planning for business owners and professionals. Since 1997, the team has focused on building and protecting wealth through personalized solutions. Clients appreciate the care and understanding that goes into creating individualized plans, making a positive difference in their lives. The business fosters trusting relationships and values client connections, as seen in their organized events like Laughs and Lyrics, which offer a chance for clients to socialize and enjoy entertainment. Long-term clients express gratitude for the team's guidance, noting that decisions, especially regarding retirement, have become easier with their support. Overall, Mabee & Associates is dedicated to creating a welcoming atmosphere and ensuring clients feel valued and supported.
Very knowledgeable and professional staff, who are responsive to my needs and desires. They tailored a plan to meet my personal and financial goals, and their flexible approach is great for changing life situations. Highly recommend!
We have really enjoyed working with Jenn. She has made some great suggestions that have really benefited us in short term and long term investment planning. Highly recommend her and her team.
Dealing with financial planning has always been stressful for me. Being with IG has made most of that anxiety disappear. Jennifer Mabee has been my advisor for 28 years and “trust” is the word I can use to describe my relationship with Jenn.
Oh did I mention kind and patient with all my repeated questions.