Teresa Bear, owner of JC Grason (Mesa & Chandler Offices), specializes in financial planning and asset preservation for retirees. Teresa has been seen in USA Today and is the author of the new book, "She Retired Happily Ever After". Teresa, a graduate of Iowas Graceland University, has an MBA from the University of Kansas. She is a Certified Public Accountant who has been practicing in the area of taxation for over twenty-five years. Additionally, she is a Certified Financial Planner.. who combines her knowledge of taxes with her expertise in investments.VIEW MORE »VIEW LESS »
I have been a client of Teresa's for over 6 years. The guidance that she has shared with me both before and after my retirement has been nothing short of amazing! Her attention to my personal financial requirements have made the difference between being merely retired to being happily retired. I can't thank her enough for continually going the extra mile. If you need stellar financial care, then Teresa Bear should be at the top of your list! She is certainly at the top of mine.
Posted: 10/01/2015 • Link to this review
Teresa Bear is a financial planner who cares. She has been my financial advisor in Arizona for the past three years and I would highly recommend her to anyone who is searching for an experienced professional to help with their finances or retirement plan. She is a Certified Financial Planner and C.P.A., but more importantly, she cares about her clients. I'm more comfortable working with a woman financial planner since I'm a woman, and I feel comfortable talking with Teresa. She always takes time to answer my questions and she is very pleasant and professional. I highly recommend Teresa Bear.
Posted: 10/16/2012 • Last edited: 3/04/2015 • Link to this review