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Client Centered

Bezou Financial Planning Group provides personalized financial guidance.

We have a passion for excellence, offer uncommon service and place great emphasis on accountability.

Our experienced team of local Financial Advisors offer investment strategies best suited for your specific needs. We plot your course together and make decisions according to what is best for you, the client. 

Utilizing the tools, technology, regulation, oversight and resources of Woodbury Financial, Pershing LLC and Advisor Group, Bezou Financial Planning Group makes sure your portfolios reflect the latest insights and investment vehicles. 

Saving for retirement, college or that second home requires planning and constant diligence by your investment advisors. It also requires that your advisors be proven professionals. The team at Bezou Financial Planning Group is led by Jason Bezou, who is both a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS.) 

Contact us today to start realizing your financial potential.