Jannsen + Company was recognized for its outstanding achievements in wealth management excellence at 1st Global’s annual National Conference in November 2012. 1st Global, a research and consulting partner for high achieving CPA firms offering wealth management, honored Jannsen + Company with this prestigious distinction for its ability to reach specific monetary goals and, in doing so, to grow its practice by helping its clients honor the important promises they’ve made to themselves and their loved ones.
“Achieving the level of a Diamond Eagle firm is an incredible accomplishment. Only firms that are successful at reaching the specific goals they set at the beginning of the year are presented with Diamond Eagle awards,” says 1st Global Chairman and Chief Executive Officer Tony Batman. “This places Jannsen + Company among 1st Global’s top-producing firms.”
Jannsen + Company’s success is based upon the philosophy that by choosing them, you have not only chosen a financial advisor, you have selected a partner. Jannsen + Company works together with each client to develop a customized plan for long-term financial success – as they define it.
“We are honored to receive this award,” says Terry Jannsen, CPA, CFP®, and President of Jannsen + Company. “I’ve always believed that while it is important to gain clients’ business, it is more important to gain their trust. Clients are more than numbers on papers; they are people with unique goals and dreams. If we help them to achieve those dreams, then we have succeeded.”
Founded in 1975, Jannsen + Company is a full-service certified public accounting and business resources firm with more than 30 professionals and team members. Besides a full range of CPA and payroll processing services, Jannsen + Company advises businesses on information technology, human resources and wealth management. Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. The Diamond Eagle award is given to firms based on the criterion of the firm’s production volume across all product lines.