JF&K Financial Services
Understanding and empathy are at the core of the relationships formed at JF&K Financial Services. As a professional financial services firm, we will not complete any work on your behalf until we are satisfied that we can meet your needs. Our preliminary conversations truly matter. By talking and taking into account your life stage, risk tolerance, and investment goals, we are able to take a holistic approach to your finances. We take pride in knowing our clients inside and out, being there for them through moments of uncertainty and periods of joy and prosperity.
About Karen M. Wright, CRPC®
Karen Wright has had numerous positions within the financial services industry, cultivating a robust knowledge base spanning over three decades of bear and bull markets. She uses her expertise to help individuals and business owners meet their financial goals. Karen’s clients experience the utmost in personal attention and care while receiving investment knowledge tailored to their situation.
Karen’s journey into the financial services industry started at Morgan State University, where she graduated with a degree in economics. After college, she learned and worked as a Vice President/Financial Advisor at diverse companies such as Riggs National Bank and SunTrust Investment Services, both located in the Washington D.C. metro area. She founded JF&K Financial Services to better provide a personalized experience.
Karen holds FINRA Series 7, 24, 63, and 66 licenses as well as a life and health insurance license. As a Chartered Retirement Planning Counselor (CRPC®), she has the knowledge and training to prepare clients from all walks of life for retirement. Outside of work, Karen is a current board member of the Morgan State University (MSU) National Alumni Association and a member of the Howard County, Maryland chapter of the MSU Alumni Association. She is also a member of the Circle of Women Book Club. Karen served as Chair of the African American Diversity Council for Suntrust Bank’s Greater Washington/Baltimore Region in 2011.
Who We Serve
Individuals
Most people have the same financial goals in mind, to live well, retire comfortably, and leave a legacy. At JF&K Financial Services, we recognize that we all start in different places. Let us customize a plan just for you to meet you where you are. Whether you need a full financial plan, roll over your employer plan for more control and options, or a plan in a concentrated area, we can help you in achieving your goals.
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- Budgeting and Savings
- Insurance Planning
- College Planning
- Wealth Accumulation and Tax Efficient Investing
- Retirement Planning and Income Strategies
- Estate and Legacy Planning
- Charitable Giving
Business
Whether you are self-employed, a small or large business, or a non-profit organization, JF&K Financial Services can help your company with various financial plans that will provide you with tax efficient benefits for both owner and employees. We can review your current benefit plans for optimum cost savings or customize a benefit package unique to your business needs. Some of the services we offer to help businesses with their planning success include, but are not limited to:
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- Succession Planning
- Business Insurances
- Employee Financial Wellness Training
- Employer Sponsored Benefit Plans
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Leave Us A Message
Contact Us
Call
301-404-9296
Fax
410-715-0123
Address
6260 Bright Plume
Columbia, Maryland 21044