contact our financial advisors


David Park
1-323-549-3636
dpark@jpturner.com

OR

Bryan Schwartz
1-323-549-3634
bschwartz@jpturner.com

 

thoughtful financial planning



Wealth and Investment Management

  • Stocks, Bonds and Mutual Funds
  • Fixed Income
  • Asset Management

     

    Retirement and Income Planning

  • Individual Retirement Planning
  • Corporate Retirement Planning

     

    Tax Planning

  • Personal Tax Reduction
  • Business Tax Reduction
  • Tax Efficient Investment Portfolios

     

    Insurance & Risk Management

  • Income Replacement
  • Family Security
  • Business Protection & Continuation
  • Investment Portfolio Protection Strategies

     

    Estate Planning

  • Asset Protection Strategies
  • Wealth Transfer Preparation
  • Business Succession Planning
  • Legacy and Gifting Strategies

     

    Educational Planning

  • 529 College Savings Plans
  • Financial Aid Planning

     

    Alternative Investments

  • Real Estate
  • Gas and Oil
  • Equipment Leasing

     



    NOT A DEPOSIT - NOT FDIC INSURED - NO BANK GUARANTEE
    MAY LOSE VALUE - NOT GOVERNMENTALLY INSURED 

     Securities offered through J.P. Turner & Company, LLC
    (Member SIPC)
    J.P. Turner & Company, LLC is not owned or controlled by, nor does it own or control, Gilmore Bank.

    • Securities offered through J.P. Turner & Company, LLC (Member SIPC) J.P. Turner & Company, LLC is not owned or controlled by, nor does it own or control, Gilmore Bank.

    • • Not Insured by FDIC or other government agency.
    • • Not guaranteed by Gilmore Bank.
    • • May lose value.