“How can we work together?"
Although we may not be physically close to each other, the Internet, fax and phone makes it
easy to work together. As a result of this, some of my clients do NOT live in my home-state
of
Arizona.
Some people visit (Arizona) occasionally and while they are here, we might do some business
together. Under some circumstances, I may not be required to be licensed in your home-state.
Some states do require it. It all depends on where you live. I can always get licensed in other
states if needed. I have clients from coast to coast! After things are initially set-up, continued
service is very simple. I'm as close as your phone or computer and often more accessible than
your next door neighbor. If you like, contact me to see if you reside in a state which allows
us to work together.
Note: travel expenses related to your financial matters may be TAX DEDUCTIBLE,
check with
you tax professional.
Arizona is a wonderful place to visit. MANY of my out of state clients merely jump on a plane
and fly to our Phoenix airport (about 15 minutes from my home). I pick them up, we come to
my home/office and "CHAT"..... have some fun and take care of business. Many often spend
time: Golfing, going to a Diamondbacks ballgame, a NASCAR race or something fun! There's
plenty
of fun things to do in the Phoenix area.
I am an INDEPENDENT Registered Rep and work for my client’s BEST interests. We use
the investments, companies, products, and services which BEST suite YOUR needs! I have
only my clients to please. I am regulated by the rules and policies of the Arizona Corporation
Commission, the NASD (National Association of Securities Dealers) and several State
Insurance Commissions, as well as my Compliance Officer at my Broker-Dealer
"Centaurus Financial, Inc." in Anaheim, California.
When you call, you get ME! Not some automated phone system. My clients are friends and
they can call or e-mail me anytime, day or evening. Even when my wife JoLeen and I are on
vacation, I am just a phone call or e-mail away. Even when we're in Mazatlan, Mexico.
I LOVE what I do and sincerely enjoy helping my friends and clients! It's NOT a job to me!
It's my LIFE and my clients, who are my friends, are a very important part of my life! I'd be
honored to assist you as well. So why not plan to trip to Arizona. Come visit with me for a
day or two.
My time, knowledge, experience and sincere desire to help you is FREE. I do NOT charge
any fees for my advice. I am paid through commissions earned on your investments. Call me
anytime
at 1-800-577-8057, I'd love to chat with you.
Retirement
Investments & Wealth Management
Phone (602) 679-1270
Toll
Free 1-800-577-8057
FAX (480) 641-9365
e-Mail jmhall@cfiemail.com
"Do You Need a Financial Coach?"
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Securities offered through Centaurus Financial, Inc., Supervisory Branch,
2300 E. Katella Ave., Ste 200, Anaheim, Ca 92806 Member
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