Please join us for a special presentation that will be full of important financial information for investors and their advisors.
Josh Jalinski has been named one of Forbes Best-In-State Wealth Advisors 2023*, and one of Forbes America's Top Financial Security Professionals 2023*. Josh is the founder and CEO of the Jalinski Advisory Group, Inc., which teaches clients how to safeguard wealth. Josh is also the CEO of fiduciary planning firm Wealth Quarterback LLC, an SEC-registered investment adviser*. Josh's approach to financial advice is radical honesty, as if you had a friend in the business.
Josh is the host of the popular Financial Quarterback Podcast and radio program heard every Saturday and Sunday at 9am on WOR News Talk Radio 710 AM and author of the Amazon bestseller Retirement Reality Check, Josh educates his clients on how to lower risk, minimize taxes, and maximize wealth!
Josh has been featured as an expert on CNBC, Fox Business, CBS News, Bloomberg, and other news outlets.
Disclosure: *Please Note: Registration is not an endorsement by the SEC and security regulators. Neither rankings nor recognitions by Forbes Shook Research should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology. https://www.forbes.com/sites/rjshook/2023/07/26/methodology-americas-top-financial-security-professionals-2023/?sh=2b2f13123aef