Jackson Square Financial, Inc. is an independent financial advisory firm founded in 2005 and based in San Francisco. The company provides a range of services including wealth management, retirement and estate planning, investment management, tax planning, and insurance services. Operating as a fiduciary, their mission is to offer objective, client-first guidance to help individuals and families achieve their long-term financial goals. Their advisors are associated with Cambridge Investment Research for securities and advisory services.

Founded in

United States