Question 1

What services does James Joseph Matejcek offer?

Accepted Answer

James Joseph Matejcek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

Question 2

What are James Joseph Matejcek's credentials?

Accepted Answer

James Joseph Matejcek holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Question 3

Where is James Joseph Matejcek located?

Accepted Answer

James Joseph Matejcek is based in MINNEAPOLIS, Minnesota, working with EVEREST FINANCIAL GROUP LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

Question 4

How does James Joseph Matejcek charge for services?

Accepted Answer

James Joseph Matejcek's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under management with third party manager. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is EVEREST FINANCIAL GROUP LLC?

Accepted Answer

EVEREST FINANCIAL GROUP LLC has approximately 14 employees and manages $829M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

James Joseph Matejcek

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