Guide My Finances

We had the pleasure of meeting with Jackie today. She was great to work with and was able to help us evaluate our financial plan and guide us toward our next steps. It was obvious that she is very caring about her clients and has a desire to help. We’ve met with other financial planners in the past with not such a satisfying result. She stayed focus on our goals. I would recommend at the very least meeting with her. I’m sure you will feel she is the right person for your needs.

Jackie is fantastic! I’ve been working with her for several years now and not only has she helped me increase my personal finances but has guided me on attaining my business goals as well. She is professional, educated and makes each experience personal. I leave our sessions with all questions answered and more organized! I would highly recommend her.

My husband and I were looking for a fee only financial planner that would help us with our unique needs and not someone looking to make commissions from our investments. We read the reviews on Unilocal about Jackie Weitzberg Mazur, and found exactly the person we were looking for! Her wisdom, knowledge and professional advice were above and beyond our expectations, by far. Jackie just completed our financial plan, and we could not be more pleased. We plan to visit Jackie twice a year for financial tune-​ups. We highly recommend her services!

I feel so lucky to have found Jackie! I had no idea that there was such a difference in financial planners, but I’ve learned that many of them make recommendations for their clients based upon commissions that they will be paid — not what’s best for the client.
Not Jackie though. She’s independent and doesn’t make her money from commissions. You pay her for her counsel — she’s working for you. This really makes all the difference in the world. She’s YOUR advocate and has your best interest in mind.
I love working with Jackie because not only do I know that she’s going to make smart investment recommendations for me, but she’s also very comprehensive. She doesn’t just consider the money you want to invest — she looks into everything regarding your finances. Insurance, savings, income, debt, goals — the whole picture.
Plus she explains everything in simple terms — so that I can easily understand. I have been intimidated by my finances in the past, but now I feel like I can actually make a smart plan with Jackie because I’m understanding.
Oh and she’s a pleasure to work with! Always smiling and positive and encouraging. She’s kind of like my financial cheerleader!

Jackie is a genius!
Not only has she helped guide my investments, she’s also taught me a ton. I don’t think it’s possible to talk to her without learning something new.
Go see her!

My experience with Jackie has been great, beyond my expectations!!!
In the past I have dreaded dealing with financial planners. I have tried working with several of them, but I was never satisfied with what they had to offer.
When I met Jackie I had specific financial questions and needs. Jackie prepared a very detailed plan with solutions tailored for my needs. She is very organized, has clear and simple ways of explaining financial terms/​solutions, and is very efficient. We met only a few times, but stayed connected with emails and phone calls, and she prepared my plan with short and long term goals in a very timely manner.
I really appreciate the excellent job Jackie did, as a single mom I need to have clear financial goals and a detailed plan for myself and my young son. Jackie’s expertise and work made a great difference in how I feel about my finances.
I look forward to working with Jackie in the future for my financial planning needs.

When I started my personal training business I had no idea what to do about my finances. Jackie helped put my retirement plan in place as well as health insurance guidance. She is extremely knowledgeable and helped me understand my finances better. I plan on trusting Jackie with my finances long term.

Fantastic! What I love about Jackie is that she is:
–thorough
–detail oriented
–concise and clear in her communications
–willing to work with clients of all sizes
–full of practical advice on how to manage money (e.g. getting great health insurance, negotiating for a car) — if you have any practical questions of this nature, I’m sure Jackie has a great solution
I came to Jackie with a very small portfolio and in a time of unemployment. She assessed my current standing, gave short– and long– term goals (long term were more general and will be re-​visited soon), and answered all my questions about financial terms I did not understand, etc.
Definitely give her a call. You have nothing to lose… and, from experience, I can tell you you have a lot to gain. Also don’t hesitate to message me directly if you have questions about my experience working with Jackie.