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.
Company Details
- Employees
- 100
- Founded
- -
- Address
- 1479 N. Hermitage Rd., Hermitage,pa 16148,united States
- sl****@****swa.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- jfswa.com
- Keywords
- Investment Management, Retirement Planning, Tax Planning & Return Preparation, Insurance Review & Risk Assessment, Estate & Legacy Planning, Education Planning, Cash Management, Philanthropic Planning, Business Retirement Plan Management.
- HQ
- Hermitage, PA
Jfs Wealth Advisors Questions
Jfs Wealth Advisors's website is jfswa.com
Jfs Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/jfs-wealth-advisors
Jfs Wealth Advisors has
100 employees.
View email and phone details for 100
employees at Jfs Wealth Advisors.
Jfs Wealth Advisors's industry is
Financial Services
Jfs Wealth Advisors's top competitors are
Confluence Financial Partners,
Fragasso Financial Advisors,
Waldron Private Wealth,
Allegheny Financial Group,
Hbks Wealth Advisors,
Snow Capital Management L.p.,
Grant Street Asset Management,
Fort Pitt Capital Group,
Gibson Capital, Llc,
Hefren-Tillotson, Inc..
Jfs Wealth Advisors's support email address is slee@jfswa.com
Jfs Wealth Advisors's categories are Financial Services
Jfs Wealth Advisors's founding year is 1986
