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Jason S. Egli, CFP®

Long Investment Advisory, Inc.

1756 11th St
Reedley, CA 93654
Phone: (559) 638-5336

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Starting a Family
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.