I'm Jeff Johnson president and owner of Seven Hills Financial, LLC. I have found that in my 18+ years in the financial services industry that the simpler the approach the better.
This simple approach starts with the building of a true understanding of the clients goals, fears and knowledge of the investment and insurance world. With that foundation in place we can then begin to identify the proper financial tools that provide the best potential outcome to meet these goals.
It does not stop there, this is a long term relationship that requires us to monitor changes and progress, not just the purchase of a product. Being an independent fee based investment advisor and independent insurance agent has provided the best tools I have found to help my clients achieve the best possible outcome in their financial goals.
The tools utilized can be complex in nature. My job is educate the client on the tools to whatever degree the client wants. Each client is unique in that level of understanding of the tools and their past experience that has lead them to this point. Understanding that aspect provides me with greatest enjoyment in my job. The beauty of this simplistic approach is that it applies equally well to individuals, families and business regardless of their stage of life.
Seven Hills Financial - LLC ©
Seven Hills Financial, LLC is registered as an investment advisor with the State of Florida. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in States where Seven Hills Financial, LLC is registered or where an exception from such registration is available, and no new account will be accepted unless and until all local regulations have been satisfied. If you are a resident of the State of Florida and are interested in our services, please email us or call and request our Disclosure Brochure (Part II of the Form ADV); which provides detailed information about Seven Hills Financial, LLC and any inherent risks that may be associated with our services.
KEY FACTS ABOUT SEVEN HILLS FINANCIAL, LLC
-
US Businesses
-
Companies in Florida
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Leon County Companies
- Company name
- SEVEN HILLS FINANCIAL, LLC
- Status
- Active
- Filed Number
- L07000011972
- FEI Number
- 208832359
- Date of Incorporation
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January 28, 2007
Age - 19 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://sevenhillsfinancial.com
- Phones
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(850) 219-6699
(850) 980-0361
SEVEN HILLS FINANCIAL, LLC NEAR ME
- Principal Address
- 410 EAST 6TH AVENUE,
TALLAHASSEE,
FL,
32303,
US
See Also