Jensen Financial Group was founded in 2008 with the goal of providing comprehensive wealth and retirement planning solutions and exceptional service to the residents of Central North Carolina.
Jensen Financial Group emphasizes personalized service, maintaining the utmost attention to detail. Not all financial journeys are the same, and Jensen Financial Group is dedicated to giving you the individualized services you need to get you to where you want to go.
We work to educate our clients on the products and solutions that make the most sense for their unique and specific financial situation, and strive to ensure they understand how a strategy works before implementing anything on their behalf. As an independent service provider, we are problem solvers and are able to advise specifically to your situation. As a result, we can utilize a wide variety of strategies in order to best meet your needs.
Additionally, as Investment Advisor Representatives, we are held to a higher fiduciary standard. We only make financial recommendations that are in your best interest. As fiduciaries, we are committed to a higher ethical and disclosure standard than other registered representatives of the securities industry.
We believe that the financial journey through life never ends. There will always be a decision that needs to be made or a financial goal yet to be met. Gain peace of mind knowing that Jensen Financial Group will be your guide on your personal financial journey.
Glenda opened the doors to Jensen Financial Group in 2008 with the goal of offering independent and comprehensive financial insight for those planning for and transitioning into retirement, all while upholding the highest standards of customer service. Glenda is just one of a handful of local advisors that have received the National Social Security Advisor certification from the National Social Security Association. She is also member of the National Ethics Association (NEA) and is an Investment Advisor Representative with Horter Investment Management, a Registered Investment Advisor.
She attended Rice University on a basketball scholarship and graduated with a Bachelor’s degree in Managerial Studies. She has been a resident of North Carolina since 1995 and is an active CrossFitter and animal lover. When she has time she visits local nursing homes with her therapy dogs, Brandy and Bella.
We are uniquely focused on assisting seniors to protect their nest egg and standard of living by planning for Retirement, Long Term Care, Estate and Income, and Investments.
While we want to concentrate on the estate and financial needs of our clients as a whole, we also must concentrate highly on long-lasting, meaningful relationships...