Sycamore Financial helps clients grow and preserve their wealth. Since 1993, the firm has catered to diverse clients in Jackson, including businesses, individuals, families, institutions, and trusts. Its financial advisors provide investment management, retirement income funding, and estate planning. They use a four-step process that consists of organization, formalization, implementation, and monitoring to guide clients toward their goals. Sycamore Financial comprises Certified Financial Planners, an Accredited Investment Fiduciary, and a Certified Portfolio Manager. The business name was derived from Sycamore trees, which are known for their protective properties.