Jesse Vasquez
Not accepting new clients
- Verified Pro with 15 years of experience
Indianapolis, IN
As a Financial Coach, I provide guidance in managing risk related to personal taxes, retirement planning, investment portfolios and Life & LTC insurance.
Expertise
Experience
- Verified Pro with 15 years of experience
- Experienced with IN tax code
- Meet online or in person
- Indianapolis, IN
How we’ll work together
Intro call
Upload your documents
Review and file
About me
Nice to meet you 👋
I am a Texas native and graduate of the Kelley School of Business at Indiana University in Indianapolis. I am a proud father of three intelligent daughters and a marathon trail runner. In addition to providing tax preparation and tax planning services through Vasquez Group, LLC for the past 15 years, I also provide Financial Planning and Investment Advisory services through Vasquez Financial Consulting LLC a Registered Investment Advisory firm. I am also an Independent Licensed Life & Long-Term Care Insurance Agent. Vasquez Group LLC
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Jesse Vasquez
Contact
Hours
Languages
Spanish
English
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