Financial planning
One-on-one advice shaped around personal financial goals.
Chase
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About Chase
Personalized financial strategies and investment portfolios are available through J.P. Morgan advisors. Chase Bank is a financial services institution serving Tucson customers with banking, investing, and borrowing options. Advisors work one-on-one with clients to develop financial plans around individual goals, including retirement planning and investment selection. Customers can manage banking, investing, and borrowing through the Chase Mobile app or chase.com. J.P. Morgan Personal Advisors work by video or phone and require a minimum investment of $25,000, while Private Client Advisors provide dedicated community-based guidance with a $100,000 minimum investment. Advisor fees depend on the services and products selected, with fees explained before services begin.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Highlights
Retirement planning
Advisors help develop an actionable retirement plan.
Investment options
Access to a wide range of investments and portfolios.
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