John Ury, an Independent Financial Consultant at Southeast Investments, brings over two decades of extensive experience in the financial industry, rooted in a commitment to understanding and fulfilling clients' unique needs. Originally from Nottingham, England, John has cultivated a diverse skill set that encompasses retirement...
John Ury, an Independent Financial Consultant at Southeast Investments, brings over two decades of extensive experience in the financial industry, rooted in a commitment to understanding and fulfilling clients' unique needs. Originally from Nottingham, England, John has cultivated a diverse skill set that encompasses retirement planning, wealth management, and strategic financial planning. His expertise spans a wide array of financial products, including stocks, bonds, mortgages, and business loans, allowing him to craft tailored solutions that align with his clients' financial goals.
At Southeast Investments, John plays a pivotal role in guiding clients through the complexities of financial decision-making. He is dedicated to helping individuals and families preserve and grow their capital, ensuring they are well-prepared for retirement and other significant life events. His proficiency in securities and investments, combined with his Series 7 and Series 63 licenses, enables him to provide comprehensive advice that encompasses both short-term and long-term financial strategies.
Currently, John is spearheading several key projects aimed at enhancing client engagement and education. By leveraging technology and data analytics, he is developing personalized financial planning tools that empower clients to take control of their financial futures. His focus on client-centric service, coupled with a deep understanding of market trends, positions him as a trusted advisor in an ever-evolving financial landscape. With a steadfast commitment to excellence, John Ury continues to make a meaningful impact in the lives of his clients at Southeast Investments.
