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Jade Financial Group

Richmond
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About Jade Financial Group

JADE Financial Group is a financial services firm in Richmond, TX offering professional budgeting coaching and financial planning services. Led by a skilled team including Barbara, Ezra, Jenny, and Brendon, they provide personalized financial guidance and transparent advice to help clients achieve their financial goals.

Best for

Life planners
Term life, health, and disability income planning.

What clients are saying

★★★★☆
I attended a talk they did at the local library about budgeting. Seemed very professional and on the ball. However when I tried engaging their services it became apparent they were not. Repeatedly stopped communicating for months at a time. Signed me up for cashflow coaching but the staff member facilitating it left part way through. Expensive and didn't achieve the outcome as outlined. Was told they would make contact when she returned approx 6 months went by with no contact. Made contact and a few weeks later I got an appointment with a higher up. Needed to reschedule due to ill health was told the would be in touch which they never were. Asked me to provide up to date details for services I wasn't provided with. Was liaising with someone to rectify the issues who also stopped responding. Save yourself time, stress and money and go elsewhere. Particularly if you have limited income they just aren't interested.
I
Google reviewer
★★★★☆
I highly recommend this company. They're highly professional, highly skilled & definitely have your best interest at heart. I've been seeing Barbara & she's worked with me to design the best outcome for my financial future. Thanks so much to the whole team including Jenny & Brendon etc.
I
Google reviewer
★★★★☆
Without a doubt the best experience I've had with a finance company. Ezra looked after me from start to finish and went above and beyond with the service. Sound advice and transparent through out the whole process, highly recommend and will be back when I'm looking for finance again
W
Google reviewer

About the agency

Agency type

Unknown
265 Brisbane St, Ipswich QLD 4305, Australia
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