JFS Wealth Advisors Overview
- Headquarters
- Hermitage, Pa, United States
- Website
- jfswa.com
- Industry
- Financial Services
- Employees
- 100
- Founded
- 1986
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About JFS Wealth Advisors
JFS Wealth Advisors is dedicated to helping financially successful individuals and families live their dreams by providing integrated financial planning and investment strategies for every stage of life. Since 1986, what began with Bob Jazwinski and a one-person office in Hermitage, PA, has evolved into a team of in-house subject matter experts across the realms of financial planning, investments, business growth and transitions, tax strategies and compliance, and business retirement plan services. We have nine locations and serve over 2,000 clients nationwide in more than 40 states. Honesty and integrity are at the core of our professional philosophy. We're invested in building long-term client relationships, not selling products. We believe that your story is more important than ours. So, we take the time to get to know you, your goals, your challenges and your vision for the future. You can count on us to be fully engaged and responsive every step of the way, and trust that we'll deliver on our promises. We offer a wide array of services to our clients, including Investment Management, Retirement Planning, Financial Planning, Business Growth & Transitions, Business Retirement Plans, Tax Planning & Preparation, Insurance Review & Risk Assessment, Estate & Legacy Planning, Education Planning, Cash Management, and Philanthropic Planning. JFS also offers businesses the same level of quality service and expert financial guidance that we give our individual clients. We will work with you to design a plan with diversified investment strategies and broad flexibility that empowers your employees to fund their nest egg and manage financial decisions.
JFS Wealth Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
JFS Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Debra Meixell | Client Relationship Specialist at Jfs | Collegeville, Pennsylvania, United States |
Email
|
| Saverio (Sam) Paglioni, Cima® | Partner at Jfs Wealth Advisors | Cartersville, Georgia, United States |
Email
|
| Kevin Renne, Cfp®, Cepa™ | Partner, Wealth Advisor at Jfs Wealth | Pittsburgh, Pennsylvania, United States |
Email
|
Employees by Management Level
Individual contributor
20 profiles
Manager
5 profiles
Director
2 profiles
Executive
1 profile
Intern / trainee
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 9 | 9 | 3 |
| Executive | 5 | 5 | 3 |
| General | 4 | 4 | 3 |
| Finance | 3 | 3 | 1 |
| IT | 1 | 1 | 1 |
| Legal | 1 | 1 | 0 |
JFS Wealth Advisors Tech Stack
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