Jasso Group Insurance & Financial Services
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Overview
2 - 9
Employees
2020
Year Founded
ABOUT JASSO GROUP INSURANCE & FINANCIAL SERVICES
Insurance Broker
At Jasso Group Insurance & Financial Services in Fort Worth, Texas, we make navigating the intricate landscape of Small Business Health Insurance and Financial Services easier. We collaborate with business owners, accomplished professionals, and entrepreneurs to create personalized health insurance and financial investment plans. Our user-friendly solutions aim to reduce taxes, risks, and liabilities while enhancing financial opportunities in terms of savings, growth, and passive income. We focus on customized offerings such as health and life insurance, advanced tax strategies, distinctive investment options, and retirement planning. Our comprehensive approach guarantees the achievement of your financial objectives.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
2020
Year Founded
Services
Focus
Industries
Clients
Services Provided
50% Insurance Services
30% Financial Advisory & Consulting
20% Tax Consulting
About the Team
OUR STORY
Founded in 2016 in Fort Worth, Texas, Jasso Group Insurance & Financial Services is a family-led boutique advisory firm that helps individuals, families, and business owners protect their assets and plan strategically for the future. Rooted in founder Mario Jasso's values of perseverance, integrity, and service shaped by his immigrant upbringing and military experience, the firm offers personalized, clear guidance across insurance and financial planning without a one-size-fits-all approach. The team includes Mario's wife, Lorie, specializing in Medicare services, and their son, Mateo, who focuses on health insurance. Committed to transparency, education, and long-term relationships, Jasso Group builds financial security through a holistic Health → Wealth strategy, tailoring solutions to clients' unique goals and stages of life.
