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John Graham and Associates logo — Invested in Your Legacy

John Graham and Associates

Invested in Your Legacy

Founded 1996 United States East Peoria, United States 17 employees Financial Services

General Information

Company Name John Graham and Associates
Founded Year 1996
Location United States East Peoria, United States
Employees 17
Industries Financial Services
Social

BounceWatch is an independent company data service, not affiliated with John Graham and Associates. To contact John Graham and Associates, visit investwithjga.com.

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About John Graham and Associates

John Graham and Associates is a financial services startup that has been providing top-quality employee benefits solutions since 1996. The company specializes in helping businesses and non-profits with their employer-sponsored retirement plans, aiming to attract and retain valuable employees. They emphasize personalized, one-on-one financial consulting services, with a focus on education and service to empower clients and employees alike. With more than 20 years of experience in the industry, John Graham and Associates is well-positioned to meet the financial planning needs of a diverse client base. The company's commitment to personalized service and education sets them apart, leading to greater appreciation of benefits and higher participation rates among employees. It is noteworthy that Securities, Insurance, and Investment Advisory Services are offered through their affiliate, Midwestern Securities Trading Company, LLC (MSTC), underlining their comprehensive approach to financial solutions. Although specific details about recent investments, investors, and headquarters are not available, the company's long-standing presence and focus on client empowerment make it a potential consideration for venture capital firms seeking opportunities in the financial services sector. For more information, interested parties can visit the company's website at www.investwithjga.com or contact them directly at 800-846-8676.

Taxonomy: Retirement planning, Employee benefits, Financial consulting, Financial planning, Investment advisory, Life insurance, Disability insurance, Long-term care insurance, Charitable giving strategies, Retirement income planning, Education savings, Employer sponsored retirement plans, 401(k) plans, Securities trading, Insurance services

No funding data available for John Graham and Associates yet.

John Graham and Associates Alternatives & Competitors

John Graham and Associates vs
Johnson Bixby
Johnson Bixby United States

Serving individuals and families in SW Washington, Oregon and beyond, with trusted financial plannin...

25 employees
Finance, Financial Services
John Graham and Associates vs
Conservative Financial Solutions
Conservative Financial Solutions United States

Conservative Financial Solutions assists clients with retirement, financial and estate planning.

19 employees
Finance, Financial Services
John Graham and Associates vs
Westchester Benefit Group, Inc.
Westchester Benefit Group, Inc. United States

A One-Stop-Shop for Families & Small Businesses - Insurance, Investing, Employee Benefits, Financial...

12 employees
Financial Services, Insurance

FAQ About John Graham and Associates

Invested in Your Legacy
John Graham and Associates was founded in 1996.
John Graham and Associates is headquartered in East Peoria, United States.
John Graham and Associates operates in Financial Services. Its work centres on Retirement planning, Employee benefits, Financial consulting and Financial planning.
John Graham and Associates has approximately 17 employees.
Top alternatives and competitors to John Graham and Associates include Johnson Bixby, Conservative Financial Solutions, Westchester Benefit Group, Inc., Hooker & Holcombe (Acquired by USI Consulting Group), LKJ Financial. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
John Graham and Associates and Johnson Bixby are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for John Graham and Associates, https://bouncewatch.com/company/john-graham-and-associates, updated 20 December 2024. When citing, please name BounceWatch and link this page.

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