Fenton Financial Group offers comprehensive financial planning, investment management, and insurance solutions to help clients achieve their retirement and wealth-building goals.
Fenton Financial Group, founded by Certified Financial Planner John M. Fenton in 2010, specializes in tailored financial planning, retirement planning, investment management, and insurance solutions.
Serving clients across the United States, the firm emphasizes personalized strategies aligned with individual risk tolerance, time horizons, and financial goals. With a focus on education and proactive wealth management, Fenton Financial Group helps clients navigate complex financial landscapes to secure their retirement and long-term financial well-being.
Certified Financial Planner leadership
Nationwide client service
Comprehensive suite of financial planning and investment services
Services
Investments
Offers a range of investment products including stocks, bonds, mutual funds, and variable annuities.
Provides disability income, life, long-term care, and other insurance solutions.
Disability Income InsuranceLife InsuranceLong-Term Care Insurance
Credentials & Certifications
Certified Financial Planner (CFP)
Since 1997
Reviews
Rating
5
★★★★★
Reviews
1
"Simply the best"
Frequently Asked Questions
What is a 1035 Exchange? +
A 1035 exchange allows you to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How can I retire early? +
Retiring early requires careful financial planning, considering factors such as savings rate, investment strategy, and potential income streams. It’s important to evaluate the feasibility and risks involved.
What is the Federal Reserve and what does it do? +
The Federal Reserve, often called the Fed, is the central banking system of the United States. It conducts monetary policy, supervises and regulates banking institutions, maintains financial stability, and provides certain financial services to the U.S. government, the U.S. financial system, and foreign official institutions.
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