Providing reliable and targeted financial services, ABEO Investments implemented proven financial management techniques and sound operational strategies to attract both knowledgeable investors and those eager to learn about the industry. Committed to transparent accountability, the Lake Mary, Florida-based ABEO Investments specialized in developing financial portfolios and investment plans intended to navigate the long term. Today, the firm goes by a new name, JCI Advisory Services.
In a shifting global economy, the service providers at ABEO Investments managed portfolios composed of bonds, exchange-traded funds, no-load mutual funds, REITS, currencies, and stocks. The company’s experts managed accounts on a discretionary basis or with individualized oversight. Encouraging client participation, they shared information about strategies relevant to their clients’ goals.
Emphasizing future planning, the firm helped clients manage employer-supported retirement accounts and performed tax consultations and preparations for individuals and businesses. Tax specialties included retirement income, real estate, taxation and tax deferral on investments, and capital gain and loss. ABEO Investments’ experts evaluated financial situations in order to provide customized tax strategies.
Taking a broad view of financial services and risk management, ABEO Investments offered life and health insurance, specifically term life insurance, international life insurance, travel insurance, prescription and dental plans, and family health plans. Recognizing the overwhelming nature of credit counseling and estate preparation, the company also offered estate and debt management. The firm helped clients balance immediate economic needs with estate planning, offering advice for important decisions such as living wills and dispersal of real and personal property.
As part of its dedication to community-outreach efforts, ABEO Investments supported a number of local charities, especially those related to providing education to underserved children and those in orphanages.