-
June 2025 by Kristal Yellin
Always great financial advice and personalized customer service. We love Jal Dennis Group!
-
June 2025 by gary nelson
In the many years dealing with the Jal Dennis Group they have treated my wife and I like royalty and our investments the same way. As long as we have been with them we haven't lost any of our investment. My suggestion is go see the Jal Dennis Group.
-
May 2025 by Don Baird
Always quick to get back to me.
-
May 2025 by Don Boliver
We have been clients of the Jal Dennis Group/LPL for over 10 years and have been very pleased with their guidance and services. We meet about every 6 months and have meaningful dialogue about our investments. Everyone at the Jal Dennis Group office is very pleasant and helpful to work with.
-
May 2025 by BW 14
I have appreciated the support and advice provided by Trace and Rhonda of the Jal Dennis Group. They are super responsive and go out of their way to help. I highly recommend them.
-
May 2025 by Ellis Merworth
Financial services at the Jal Dennis Group are exceptional. Trace provides us with excellent investment choices and personal advice. Demond gives excellent advice regarding our Medicare choices and advice. Everyone is always family friendly.
-
May 2025 by ken ray
I was wondering if retirement was possible back in 2021. I took my financial records with me and went in to visit my friend Derek Draper at Jal Dennis Group. He looked over the information and called me up a couple of days later to ask what my wife and I wanted to do in retirement. When we discussed our plans and wants, he informed me that early retirement was more than possible. He and Jal Dennis Group are handling my 401K finances now. They have done nothing but continue to make me money and allow me to not have to get up and go back to work, even during the lean and hard times under the Biden/Harris regime. They do a great job for their clients. Their service includes keeping their clients advised of what is happening in the world of your finances. I receive emails from Trey Dennis himself at least once a month with market and finance updates as they pertain to the stock markets. I hear from Derek even more about my own personal accounts as well as to just check in to see if we need anything.
I highly recommend Jal Dennis Group to anyone looking for financial or retirement advice. They are great!
-
May 2025 by Margie Eubanks
Jal Dennis Group has been a tremendous help in my financial planning.
The team are a great group of people and don’t mind explaining and walking you through the basics.
Have certainly helped me.
-
May 2025 by Durga Turaga
Trace Dennis manages my wife's investments. He is like a family member who cares for our financial well being. Trace understands our financial goals and advices us on how to go about securing those goals. Available anytime we would like to meet him, he listens very patiently to our needs and establishes a strategy with the highest level of transparency. I have recommended Trace to my other family members to manage their funds and provide them peace of mind. I would recommend Trace to anyone, anytime without hesitation. I wish Trace and his group the best wishes to continue making the financial lives of people better.
-
May 2025 by Mike Box
We have been clients there for about 15 yrs after several others. Trace, Damond, Rhonda, and Regina are just awesome. All are Professional, Knowledgeable and more than Courteous, just plain friendly. If your looking for a Financial Advisor, I highly recommend. Mike/Susie Box
-
January 2024 by Masud Shamsid-Deen
After suffering a loss in our family, I knew I needed to make sure that my financial affairs were in order. In today’s world you can get a lot of financial and estate planning advice online, but it can be overwhelming and frustrating.I needed to talk to someone to make sense of it all and get some direction. Derek with the Jal Dennis Group was there and walked me through the steps I needed to take. He did a comprehensive review of my finances with the goal of being in the best position in terms of insurance, investing, retirement and beneficiaries.Now I have a plan, and a partner! Everything I read about Jal Dennis online turned out to be the real deal, and even better in person!
-
August 2023 by Greg and Amy Myers
Always enjoy working with the Jal Dennis group! Rhonda seriously goes above and beyond with all the details and communication. Regina has a friendly smile and is always welcoming. Trace keeps us posted on market fluctuations. We appreciate our 6 month reviews and are excited about our investment strategy. Trace even helped our sons understand the potential of investing early and helped them get started.Because of our moves to different communities, we have worked with several financial planners. Jal Dennis group is by far the best we have worked with.
-
July 2023 by Daniel Brenner - REALTOR
Derek Draper is the best financial advisor for investments and for navigating life events. He has truly helped me and my clients best prepare for life and navigate this tumultuous ever changing market. I will always recommend Derek for all Financial Planning!Follow him on LinkedIn for complimentary educational content. He leads with value and is always there for me and my questions. Thank you Derek for all the value you add to my life and the life of my clients.
-
April 2023 by Domenica Irula
My experience with Kristi Denham has been so amazing. She is so helpful. She knows my family’s situation. I can honestly say and know advises me on what is best for my family. I am beyond grateful for finding her. I highly recommend Kristi Denham.
-
December 2020 by Frances Peckham
Confidential