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Jerrilynn C. Myers
Trust, Commitment and Service
• Integrating financial, estate and tax planning
• Ensuring financial security and peace of mind
• Transitional planning and trustee advisory services
Specializations: Fee-only investment management
Designation: Certified Financial Planner
Myers Financial Group, Inc. works primarily with our older generation; most of their clients are over 60 and many do not have children. They offer clarity and valuable resources and welcome clients who are in life transition. In addition to comprehensive investment management, they know the value of working closely with their clients’ estate planning attorneys and tax accountants and can assist in the estate planning process.
Myers Financial Group, Inc.
P. O. Box 3130 Ramona, CA 92065-0954
Office: (760) 789-0900
info@myersfinancialgroup.com www.myersfinancialgroup.com
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