Zircon Financial Services

Dave Gilson 

on Google

2 months ago

Jocinta is a highly experienced financial advisor who consistently puts her clients’ best interests first and treats them like family. She has been extremely helpful with long-term planning for retirement, Social Security, investments, taxes, estate planning, and other aspects related to our Roth/IRA. She offers valuable information to help us make informed decisions about our financial future. Jocinta is skilled at creating customized financial plans for individuals and families to meet their future financial goals. I recom... read more

Janet Greer 

on Google

2 months ago

Jocinta Powell has been our financial advisor for 15 years. We are extremely satisfied with/and appreciative of her guidance, assistance, and expertise. Jocinta has helped us immensely! 

Deborah Larrabee 

on Google

a year ago

Jo has been a huge blessing to us. Jo has always been very attentive to our specific needs and concerns. Always considering our future plans and family considerations. Her recommendations for other financial professionals ( tax consultants, legal advisers) have met our expectations. We highly recommend Jo and her staff at Zircon financial for an honest and fair evaluation of your financial future. 

Ronald Adkins 

on Google

a year ago

Great experience! This is a very personal and professional financial services company that looks out to the everyday citizen/clients. No hidden fees and surprises when you get to the end of the tax year. Highly recommend Mrs. Jo Powell and her team of professionals who take great care of its clients. 

Sue Lee-Clark 

on Google

a year ago

Staff is professional, efficient, and friendly. Never had a poor experience with Zircon. We trust Jo Powell to keep us up-to-date and to offer timely advice and info on our investments. Can't go wrong!