Jfs Wealth Advisors

Financial Services · 51 Employees
Phone Number: info@jfswa.com
Email Address: info@jfswa.com
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About
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.
Year Founded
1986
Social Media
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Industry
Financial Services
HQ Location
1479 N. Hermitage Rd. Hermitage, PA 16148, US
Keywords
Investment ManagementRetirement PlanningTax Planning & Return PreparatioInsurance Review & Risk AssessmentEstate & Legacy PlanningEducation PlanningCash ManagementPhilanthropic PlanningBusiness Retirement Plan Management
Location
8
  • 1479 N. Hermitage Rd. Hermitage, PA 16148, US
  • Six PPG Place Suite 1250 Pittsburgh, PA 15222, US
  • 1415 Panther Lane, Suite 370 Naples, FL 34109, US
  • 1055 Westlakes Drive 3rd Floor Berwyn, PA 19312, US
  • 2005 S. Easton Road Suite 200 Doylestown, PA 18901, US
  • 1853 William Penn Way Lancaster, Pennsylvania 17601, US
  • 415 Fallowfield Rd Camp Hill, Pennsylvania 17011, US
  • 1635 Market St Suite 1600 Philadelphia, Pennsylvania 19103, US

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