Jackson Square Financial serves the needs of the small to mid-sized business owner and active executive by offering customized group benefits, retirement plans, 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.
Michael enjoys helping organizations and individuals develop comprehensive financial strategies. After graduating from the University of Michigan, he began his career on the trading floors and clearing house of the Chicago Mercantile Exchange. Building upon this foundational experience, his career has included roles within the areas of Financial Operations, Trading, and Risk Management.
CA Insurance License #OL74916
Michael Velzo is a LPL Registered Representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Jackson Square Financial, Elite Tax Agency Inc., and LPL Financial are separate entities.