Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacklyn? Claim Your ProfileJacklyn Mason is a Certified Financial Planner with Abacus Planning Group, Inc. Jacklyn is registered with the state of South Carolina and has been in the industry since January 2008. Jacklyn specializes in providing financial planning services to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Abacus Planning Group, Inc. is a fee-based firm that provides financial planning, portfolio management, and other advisory services. The firm manages approximately $1.7 billion in assets for a variety of clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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SC
10/24/2011 - Present
Abacus Planning Group, Inc. (COLUMBIA SC)
Active
Inactive
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