At Jensen, Marks, Langer & Vance LLC, we know proper financial services requires a comprehensive set of disciplines. That’s why we’ve combined the knowledge and experience of accountants, attorneys, bankers, CERTIFIED FINANCIAL PLANNER™ practitioners, Chartered Financial Consultants, and Chartered Life Underwriters.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.