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    JDP Financial Group

    5.0 (1 review)
    Open 9:00 am - 6:00 pm

    Services - JDP Financial Group

    Inheritance planning

    Investment management

    Retirement planning

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    5 years ago

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    Edward Jones - Financial Advisor: Jesse M Plunkett, CRPC - Outside Edward Jones office

    Edward Jones - Financial Advisor: Jesse M Plunkett, CRPC

    (5 reviews)

    I'm good at a lot of things. Financial management is not one of them, so I'm thankful there are…read morepeople like Jesse who can help guide the way. I've been working with Jesse for several years now, and can honestly say he's great. I've worked for several companies over the past decade or so, and as a result had a lot of dangling retirement accounts that I didn't know what to do with. From the first meeting, Jesse was willing to sit down and chat with me about what all of my various options were with consolidating and managing these accounts. He was also honest about the options that didn't benefit him, which I took as a huge bonus. Jesse discusses your retirement plans, and works with you to create a roadmap for financial success. He goes the extra mile to earn your trust as a client. In unsteady market times, he provides sound guidance and reassurance where needed, and lets you know what to expect based on trends. I highly recommend him for your financial needs.

    Jesse helped me rollover my 401k when I retired last year. I didn't really understand the…read moreinvestments in my 401k before, and he walked me through my current investments and how they aligned with the income I need from my portfolio in retirement. Plus, her also helped me better understand my pension options, which had seemed like a really complicated decision. If you need a financial planner in Sanford, definitely give him a call.

    JDP Financial Group - financialadvising - Updated May 2026

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