

Jackson Square Financial
Categories
InsuranceFinancial Services
About Us
Jackson Square Financial serves the needs of the small to mid-sized business owner and active executive by offering customized group benefits, retirement plans, commercial insurance, HR support, 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.
Highlights
Rep/Contact Info

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