J T Stratford Investment

JT Stratford is a financial services firm dedicated to providing comprehensive financial planning and wealth management solutions to our clients. With a focus on building long-term relationships, we prioritize open and honest communication to help you take care of yourself and your family. Our team of experienced professionals includes Georgia D. Todd Ferguson, AIFA, our Chief Executive Officer, Anthony Shope, our Chief Operating Officer, and Amanda S. Bruner, our Chief Compliance Officer, as well as a talented group of financial advisors, researchers, and support staff. Our mission is to provide holistic financial planning and wealth management solutions to ensure measurable delivery of value so that all can thrive.

Our Services

At JT Stratford, we offer a range of services designed to help you achieve your financial goals and build a secure financial future. These services include:

• Financial Planning: Our team of financial advisors works with you to construct a customized financial plan tailored to meet your needs, goals, and help you take control of your financial life.
• Tax Planning: Taxes can have a significant impact on your financial life. We simplify tax planning so you can focus on what you do best. With years of experience, we guide you through life transitions and provide personalized strategies to help you minimize your tax burden.
• Wealth Management: Our wealth management services provide personalized strategies to help clients build, protect, and grow their wealth for the long term. We help you create a diversified portfolio that aligns with your risk tolerance and financial goals, while also offering ongoing monitoring and management to help ensure your investments continue to work for you.
• Advisor Opportunities: If you're looking to start a career in financial services, JT Stratford offers a supportive and collaborative environment. Our advisor opportunities allow you to be in business for yourself, not by yourself, with the support of our experienced team.

At JT Stratford, we take protecting your data and privacy very seriously. We adhere to the California Consumer Privacy Act (CCPA) and provide an extra measure to safeguard your data. While we are not affiliated with FMG Suite, we use some of their materials to provide information on topics of interest.