F I G Financial Advisory Services

At F.I.G. Financial Advisory Services, Inc., we strive to provide unbiased and independent wealth management services to our discerning clients. Founded in 1983, our team of experienced professionals has a long history of delivering quality advice and services that establish lifelong relationships.

Our Leadership

Our executive team is comprised of seasoned professionals who have spent their careers honed in the financial services realm. President Rick Jurrens, CFP, has over 40 years of experience in the industry and has earned a reputation for his expertise in financial planning. Rick is a devoted father of four and a history aficionado who finds solace in his work and personal pursuits. Chief Operating Officer Chris Jurrens, CFP, oversees the day-to-day operations of our account services, and Chief Investment Officer Sam Jurrens, CFA, CFP, manages our investment portfolios with precision and dedication.

Financial Planning

At the heart of our partnership with clients is thoughtful financial planning. We take the time to understand each client's unique financial aspirations and long-term objectives, crafting a detailed and dynamic blueprint for their financial journey. Whether setting aside resources for education or securing retirement goals, we're dedicated to guiding our clients on a tailored path toward their goals.

Investment Management

We take a bespoke approach to managing our clients' portfolio assets, selecting investments that resonate with their unique needs. As we operate on a transparent fee structure rather than trading commissions, our compensation remains consistent regardless of our investment choices. This commitment ensures that our clients' investments are not only curated but also attentively overseen, offering them tranquility and assurance in our dedication.

F.I.G.'s MyWealth Platform

Imagine orchestrating your entire financial symphony from a single access point. Our MyWealth platform allows you to effortlessly oversee your bank balances, credit cards, mortgages, properties, investments, 401(k)s, insurance policies, and more. Set budgets with intuitive transaction imports, label effortlessly, and maintain a precise pulse on your finances. Your tailored financial blueprint, ever-evolving and accessible, awaits you, updated each night for utmost clarity.

Recent Updates

By F.I.G. Financial In Commentary, we keep our clients informed on market trends and insights. Stay up-to-date with our latest commentary and market updates.