Nathaniel DeJesus

Nathaniel DeJesus, CLU®
Financial Planner As a Financial Planner I work with clients to help them manage their money and reach their long-term financial goals.

I advise and assist clients on a variety of matters, from investing and saving for retirement to funding a college education or a new business while preserving wealth. My areas of expertise include personal finances, taxes, budgeting, and investing, tax planning, asset allocation, risk management, retirement planning, or estate planning. Additionally, as a finance expert, I assist financial adviso  ...