Jackson Square Financial

  • Insurance
  • Financial Services
48 Gold St.
San Francisco, CA 94133
(415) 217-7906
  • About

    Jackson Square Financial serves the needs of the small to mid-sized business owner and active executive by offering customized group benefits, retirement plans and wealth management. We understand that businesses and individuals face unique challenges on a daily basis. Our boutique services can help take the unknown out of employee benefits and financial planning.

    We pride ourselves on listening to our clients, providing a concierge level of service and implementing innovative solutions that can address each need of our clients. Jackson Square Financial is dedicated to providing comprehensive strategies tailored toward achieving your specific goals.

  • Whom to Contact

    • Mr. Michael Velzo
      Financial Consultant
      48 Gold St.
      San Francisco, CA 94133
      Phone: (415) 217-7906