Jam Forootan
Accounting / Finance
Services offered
I offer a unique perspective in the financial industry, with expertise spanning Commercial Real Estate, E-Commerce, and Alternative Income Strategies. As an independent broker with access to A+ Rated carriers, he excels at tailoring affordable solutions for his clients, aligning with both their budget and needs.
Known for my brutal honesty and direct approach, my candidness is what people appreciate most, though it may not be everyone's preference. My priority is to improve his clients' financial standing, guided by a belief in honest, impactful advice.
At my core, I’m deeply committed to the well-being of those I serve, valuing their time and expecting mutual respect. I champion the idea that everyone has equal value, emphasizing a collective journey towards financial success
Experience
Small Business Tax • Tax Advisory • Insurance • Life Insurance • Retirement Planning • Business Consulting • Bookkeeping
Education
Quickbooks Certified
Life and Health Insurance License
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