How We Work
Designing a financial plan with the right investments that fits your life goals.
How We Work
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
How We Work
Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Jeanette W
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
Lisa P
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
Patrick
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
Pat C
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
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Meet Our Team Of Professionals
Client Centered
Our business is built on a foundation of thoughtful client relationships.
View Our Upcoming Events
Our business is built on a foundation of thoughtful client relationships.
Trevor Czerniejewski
Certified Financial Fiduciary & National Social Security Advisor
636-778-9402
trevor@meansfinancialgroup.com
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