Luke Forfar
Support Advisor at Jmg Financial Group, Ltd
Based in Downers Grove, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Downers Grove
Industry
Financial Services
Company size
92
Contact information
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l•••••••@jmgfinancial.com
Phone
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Background
About Luke Forfar
I am the Support Advisor at JMG Financial Group, Ltd. In that role I support the Financial Advisor in helping clients achieve their personal financial goals, prepare financial statements, schedules, and reports, execute client trades, prepare retirement planning and or cash flow schedules and prepare income tax returns by filing deadlines. JMG is a wealth management firm whose principal office location is in Downers Grove, Illinois.
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