At Norton Financial, Inc., we see uncertainty as opportunity. Our experienced team of advisors will help you construct a financial blueprint.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
We believe lifelong client relationships are based on a framework of trust, reliability and exceptional service. That’s why our focus is on helping you create a solid financial structure that accounts for your unique goals and aspirations. We provide the experienced market insights, resources and tools essential to instill confidence that your vision for retirement will remain within reach.
Since 2004, Jason Norton has helped clients navigate into and throughout retirement. His step-by-step wealth building and wealth preservation strategies are the cornerstone of his commitment to guiding you in the retirement and wealth planning process, working as your independent advocate and guide.
Norton Financial is powered by the resources of LPL Financial, the nation’s largest independent broker/dealer,* which offers a robust mix of services and tools.
* As reported by Financial Planning magazine, June 1996 - 2021 based on total revenues.
Put your money to work through a disciplined investment strategy. Contact us for a free consultation.
Address your future with a structured retirement plan. Learn more about our retirement planning services.
As a full-service establishment, Norton Financial, Inc. can assist you in a variety of ways.
Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you pursue long-term profitability through short-term planning.
A good defense is the best offense. Let Norton Financial, Inc. surround you and your family with our reliable insurance policies.
Norton Financial, Inc. will educate you on planning for the future and get you excited for what’s to come.
Rising education costs require a forward-thinking plan. Norton Financial, Inc. can help you prepare for one of life’s biggest investments.
We’d love to hear from you. Give us a call and we’ll get started.
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