I saw Jerry for an on track retirement review, a year ago. He is easy to talk to and explains all the different investment options. Before tax time; I was having difficulty getting all of my tax forms together. He helped me make sense of it.

Current client of Means Financial Group

Years of experience have prepared us to guide you through Jerry always takes the time to explain everything in detail and give options when needed.your life transitions.

Current client of Means Financial Group

Thanks to Jerry we are feeling very secure in our recent retirement and future plans! He helped us invest with confidence guiding us and making us feel good about everything he suggested. Means Financial gave us clear, thorough information and wonderful customer service from all!

Current client of Means Financial Group

My husband & I started with Jerry just recently in 2023! From the very start of meeting him we felt reassured & confident that Means Financial Group was dedicated in the best interest of his clients! His staff are as personable as he is!! It’s little scary when you are entrusting someone with your life savings, however that feeling of scary went quickly to relieved & wishing we would have met him years ago!! I would highly recommend Jerry & his group, his dedication & explanation of his strategy is very comforting! He treats you like family! If you are in need of a financial adviser need to make an appointment with Jerry Means Financial Group!

Current client of Means Financial Group

Means Finacial group has treated us with the utmost respect and professionalism. Jerry and his staff have went above and beyond to answer our questions and give us peace of mind. With the current economy and uncertainty that had existed, Jerry assured us that the strategy's he was using would give us the safest and best possible outcome with what we had to invest. Always taking the time to explain and breakdown the information that we could understand. His honesty and obvious "family man" demeanor gives us the confidence we were looking for. I highly recommend using Means as your
Financial advisor. Regardless of the amount of assets you have, Your treated respectfully!

Current client of Means Financial Group

I couldn’t feel more comfortable with everyone in the office. I had what I thought was a little financial crisis recently. Jen calmed me down and made sure everything was cared for until I could meet with Jerry. My meeting with Jerry was equally successful. I couldn’t be happier. I made the right choice moving my business to MEANS Financial. Thanks.

Current client of Means Financial Group