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What is The Jackson Group?

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

What is the most important characteristic of your staff?


What about privacy?

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

What about safety?

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

May I still use my CPA and financial advisor?


How many hours per month would I need your services?

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.

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

If we are qualified, we will do it.

Who are your clients?

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

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

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

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

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

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