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FREQUENTLY ASKED QUESTIONS

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What is The Jackson Group?

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We are specialists in Quicken and in organizing and managing personal finances. We have been providing Quicken related services since 1993.

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What is the most important characteristic of your staff?

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Trustworthiness.

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What about privacy?

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Electronic and administrative safeguards are in place to protect the confidentiality of your financial information.

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What about safety?

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Your financial data is secure. Our external and internal security features have been designed to provide the highest level of protection.

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May I still use my CPA and financial advisor?

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Absolutely.

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How many hours per month would I need your services?

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Our services are tailored to fit your particular needs. Whereas some clients use our services several hours a month, others use them periodically throughout the year.

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Do you provide any other services than those mentioned in your website?

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If we are qualified, we will do it.

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Who are your clients?

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Our clientele includes families, consultants, professionals, expatriates, and retirees.

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By the way, most of our clients come to us through referrals.

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What do your clients like best about the services you provide?

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We help them to be in control of their finances and to reach their financial goals.

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To sign up for any of our services or for more information, please Contact us. 

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