IE Invests - Redlands, California

Joe Q.

Rex Jackson, CEO of IE Invests, has been working with me for over 20 years to help secure my financial future. As someone who has had middle class income throughout my career, I did not undertake any financial planning until I was nearly 50 years old. My working career had been in financial management for corporate companies, but I had neglected my own personal financial needs for retirement until I met with Mr. Jackson.

I am now retired and Rex Jackson and the IE Invest team has provided me with the help and guidance needed; based upon the financial goals I hope to accomplish, at a level of risk I am willing to take. Recommendation were made for me based upon the their questions and analysis of the financial goals that were most important to me for my retirement. Rex is always available for discussion, helps with reminders and is a trusted source for investment opportunities. IE Invests will "grill" you to make sure that they can provide the right investment portfolio that matches your goals and needs and continue to follow up in case those needs change.

My priority had been to find financial advise from someone who listens to me for my financial needs and goals; but also listens to me at a personal level that could also have an impact on future financial requirements.
IE Invests has been that type of partner for me and my family.

Jesse U.

My wife and I met Rex Jackson through our friend/tax preparer who recommended his services from personal experience, business partnership, and close friends and family who have had great results and experiences with IE invests.

His professionalism, patience, kindness, knowledge and most importantly understanding of all financial related topics have been relevant and unique to our circumstances. We are confident about the long term goals Rex has put into place for our future.

We are in our late 30's and have entrusted IE invests as the home of our retirement planning. His friendly staff are always there to assist on any follow up's that are needed. It has been over 4 years now with Rex Jackson's IE invest partnership and we have not thought about any other option.

We highly recommend IE invest to anyone who is looking for a trustworthy retirement planning firm.

Mark

I made my first investment through Rex over 35 years ago. He has always treated me and my investments with great professional care. He kept me informed of various options for the best future outcomes. Through the years he offered strategies and professional advice to grow my investments. I have a better financial retirement due to Rex and his advice.

Joann E.

My IE Invests advisor is confidential and helps me achieve my financial goals by suggesting strategies to help grow my funds. He is also responsiveness to my phone and emails. He has been advising me in the professional and personal investments area for over 15 years.