JFS Wealth Advisors

JFS Wealth Advisors

Financial Services Hermitage, Pa, United States 100 employees
Employees
100
Contacts
3
Emails
3

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 Insurance
Monetary 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 Contact
Debra Meixell Client Relationship Specialist at Jfs
Email
Saverio (Sam) Paglioni, Cima® Partner at Jfs Wealth Advisors
Email
Kevin Renne, Cfp®, Cepa™ Partner, Wealth Advisor at Jfs Wealth
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 Email 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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