Reviews for Parker Financial LLC

Jul 2023

Very professional and kind staff. Helpful, knowledgeable and available to assist whenever needed. We have especially enjoyed our meetings with Jason. And the warm chocolate chip cookies are a wonderful added touch!
Jun 2023

Very professional and kind staff. Helpful, knowledgeable and available to assist whenever needed. We have especially enjoyed our meetings with Jason. And the warm chocolate chip cookies are a wonderful added touch!
Feb 2022

Jason and his entire staff are absolutely wonderful! Jason is bright and trustworthy and we are so thankful he is managing our retirement funds. We recently moved from WA to TN but we will a continue on with him - wouldn’t think of having anyone else!

From Parker Financial LLC

Retirement, investing, cash flow, tax planning. Jason, RICP® is the best-selling author of Sound Retirement Planning, and the host of the podcast Sound Retirement Radio. He has been seen as a frequent guest on ABC, FOX, & MSNBC. He is the inventor of the Retirement Budget Calculator. He has earned the advanced retirement designation of a Retirement Income Certified Professional (RICP®). Jason is the President of Parker Financial LLC, which is an independent, fee-based, registered investment advisory firm, and operates as a fiduciary.