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Jack D. Gibbs, Jr., CPA and Wealth Management Advisor, specializes in Retirement Accumulation and Distribution Planning, Protected Growth "by design," Roth Conversion Analysis, Legacy and Estate Planning, Socially Responsible Investing, Wealth Transfer, College Planning, Real Estate Planning and Strategic Insurance Solutions. Tax preparation is also offered for wealth-management clients.

Jack invites you to join him for a complimentary visit. Once your questions are answered and a “fit” is established, he will develop a financial plan* using techniques to quantify your dreams and address your concerns. Meetings are always confidential. Jack and Jennifer Gibbs, along with our growing team look forward to serving you in a friendly and professional manner.
Tax and Wealth Planning since 1988.
Advisory Services offered through H.D. Vest Advisory ServicesSM.
*These services offered by Jack D. Gibbs, Jr., through his affiliation with H.D. Vest Investment ServicesSM, and Securities offered through H.D. Vest Investment ServicesSM, Member SIPC, Advisory services offered through H.D. Vest Advisory ServicesSM.

 

Jack D. Gibbs, Jr.

CPA and Wealth Management Advisor

(541) 488-3600

(773) 334-2313

Jack D. Gibbs, Jr, CPA and Wealth Management Advisor grew up in the Chicago area, graduated from the University of Notre Dame with a degree in Accountancy and a minor in Sociology, and embarked on a career with Ernst & Whinney. (read more)

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