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4004 Barrett Drive, Suite 104
Raleigh, NC 27609

Our Mission

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...

Our Services

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.



Jensen Financial Group is a comprehensive financial services firm dedicated to providing you peace of mind on the journey to and through retirement.

We help our clients:

  • create and safely grow wealth for retirement;
  • protect their life savings from unnecessary taxes, risks and fees;
  • plan for the distribution of their retirement assets in the most advantageous manner possible while securing a reliable income for retirement; and,
  • transition their estate to loved ones when the time comes.

Consider us your financial guides on your wealth and retirement journey. Take the first steps to securing your financial goals with Jensen Financial Group

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