Jason Gena
FIC, RICP®
Financial Advisor
State(s) Licensed: AK, CO, IL, IN, MO, OH, SC
Phone: 219-627-3371
Address:
9495 Keilman Street Suite#7
Saint John, IN 46373
State(s) Licensed: AK, CO, IL, IN, MO, OH, SC
Financial Efficiency
Are your assets positioned efficiently? Many individuals have a collection of assets, accumulated over time. Coordinating assets to work together and rebalance periodically can make a big impact on your portfolio. I have obtained the Retirement Income Certified Professional® designation, as well as, the Fraternal Insurance Counselor designation. I draw on my industry expertise to help build an efficient financial plan.
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Locations
Saint John Office
- Phone:
- 219-627-3371
- Fax:
- 317-350-1331
- Mobile:
- 219-336-2497
Hours
M – F: 9 a.m. – 5 p.m.