Jensen Financial Group, Inc.

Jensen Financial Group, Inc.

  • 4004 Barrett Dr Ste 104
  • Raleigh, North Carolina
  • 27609-6620

Description

Drew K. Horter is the President, Founder and Chief Investment Strategist of Horter Investment Management, an independent advisory firm dedicated to serving and educating retirees. As a fee based advisor for over 18 years, Drew provides managed fixed income and equity mutual fund portfolios. Since 1982, Drew has worked directly with retirees in developing strategies to manage their assets and plan their estates. Drew has helped hundreds of clients reduce unnecessary income taxes and Social Security taxes, while at the same time increasing spendable income.

We provide unique retirement solutions to the challenges faced by individual investors who desire to protect and shield their assets and ensure they do not outlive their finances.

Jensen Financial Group emphasizes personalized service, maintaining the utmost attention to detail. Not all financial journeys are the same, and Jensen Financial Group is dedicated to giving you the individualized services you need to get you to where you want to go.

Jensen Financial Group was founded in 2008 with the goal of providing comprehensive wealth and retirement planning solutions and exceptional service to the residents of Central North Carolina.

Fact sheet

Company founded
2005

Products & services

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