John Graham and Associates

Invested in Your Legacy

General Information
Company Name
John Graham and Associates
Founded Year
1996
Location (Offices)
East Peoria, United States +1
Founders / Decision Makers
Number of Employees
17
Industries
Financial Services
Funding Stage
-
Social Media

John Graham and Associates - Company Profile

John Graham and Associates is a financial services startup that has been providing top-quality employee benefits solutions since 1996. The company specializes in helping businesses and non-profits with their employer-sponsored retirement plans, aiming to attract and retain valuable employees. They emphasize personalized, one-on-one financial consulting services, with a focus on education and service to empower clients and employees alike. With more than 20 years of experience in the industry, John Graham and Associates is well-positioned to meet the financial planning needs of a diverse client base. The company's commitment to personalized service and education sets them apart, leading to greater appreciation of benefits and higher participation rates among employees. It is noteworthy that Securities, Insurance, and Investment Advisory Services are offered through their affiliate, Midwestern Securities Trading Company, LLC (MSTC), underlining their comprehensive approach to financial solutions. Although specific details about recent investments, investors, and headquarters are not available, the company's long-standing presence and focus on client empowerment make it a potential consideration for venture capital firms seeking opportunities in the financial services sector. For more information, interested parties can visit the company's website at www.investwithjga.com or contact them directly at 800-846-8676.

Taxonomy: Retirement planning, Employee benefits, Financial consulting, Financial planning, Investment advisory, Life insurance, Disability insurance, Long-term care insurance, Charitable giving strategies, Retirement income planning, Education savings, Employer sponsored retirement plans, 401(k) plans, Securities trading, Insurance services

Funding Rounds & Investors of John Graham and Associates (0)

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Latest News of John Graham and Associates

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