FREQUENTLY ASKED QUESTIONS

What is The Jackson Group?

We are specialists in Quicken and in organizing and managing personal finances. We have been providing Quicken-related services since 1994.

What is the most important characteristic of your staff?

Trustworthiness.

What about privacy?

Electronic and administrative safeguards are in place to protect the confidentiality of your financial information.

What about safety?

Your financial data is secure. Our external and internal security features have been designed to provide the highest level of protection that is available.

May I still use my CPA and financial advisor?

Yes.

How many hours per month would I need your services?

Our services are tailored to fit your particular needs. Whereas some clients use our services several hours a month, others use them periodically throughout the year.

Which services are available if I don't live in the New York area?

We provide all services regardless of where you live. Our clients in the New York area, however, have the option to take the tutorial lessons in person.

Do you provide any other services than those mentioned in your web site?

If we are qualified, we will do it. For example, we can request from the Social Security Administration a copy of your FICA records in order to verify that you are being credited for all contributions that you and your employers have made on your behalf.

Who are your clients?

While our clientele includes some small businesses, most of our clients are professionals, executives, self-employed individuals, expatriates, and retirees. Before the advent of our web site, the majority of our clients came to us through referrals.

What do your clients like best about the services you provide?

Three things, actually. First, their finances are organized. Second, they have accurate financial information at their disposal. Third, we save them time and eliminate one more of life's hassles.

To sign up for any of our services or for more information, please contact us. Or click here to be contacted.

© 1998 - 2013 Ken Jackson. All rights reserved.