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Who is JEDI MANAGEMENT, INC? |
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JEDI MANAGEMENT, INC. ("JEDI") is a professional management consulting firm and Registered Investment Advisor that undertakes engagements in many areas of personal financial and business planning. JEDI is a boutique firm in business since 1987 whose mission is to provide objective and highly personalized advice in order to assist its clients in meeting their financial goals, needs and objectives. Each client receives personalized advice that is customized to their unique situation. JEDI's clients consist of individuals, families, businesses and other entities. All efforts on behalf of clients involve the design and/or assistance in implementing a strategic plan in one or more areas of client need. For individuals and families JEDI's services typically encompass all aspects of personal financial planning, such as investment management or advisory, estate and retirement planning, educational funding, risk planning and management as to life, disability income and long-term care insurance and special needs planning and funding. For businesses JEDI's services include ongoing investment management/advisory and consulting for employer sponsored qualified retirement plans, consisting of both defined contribution (e.g. 401k) and defined benefit plans. JEDI also works with businesses on comprehensive strategic planning, such as business succession planning and funding. Several members of the JEDI team are Registered Player Financial Advisors with The National Football League Players Association, and have been since the commencement of this program. In addition, JEDI is a member of The Greater Fort Lee Chamber of Commerce. JEDI’s emphasis is on integrity, professionalism and technical competence on behalf of its clients. Client and professional references are available upon request. JEDI’s office is located in Fort Lee, New Jersey, right outside New York City. Additional information about JEDI is available on its website at For information about LIFECO ASSOCIATES, INC., a life and health insurance agency and related entity to JEDI, please click the following link: www.lifecoassociates.com Click here to learn "WHAT MAKES JEDI UNIQUE?" | ||
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Personalized Approach to Essential Financial Planning and Management! |
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