JFS Wealth Advisors
www.jfswa.comJFS 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. Founded by Bob Jazwinski in 1986, what began as a one-man office in Hermitage, PA, has grown into a 60+ member, full-service firm with 8 locations. Today we serve over 2,000 clients in over 40 states, with assets under management approximating $2 billion. 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 every promise we make. We offer a wide array of services to our clients, including Investment Management, Retirement Planning, 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 exceptional 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 next egg and manage financial decisions.
Read moreJFS 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. Founded by Bob Jazwinski in 1986, what began as a one-man office in Hermitage, PA, has grown into a 60+ member, full-service firm with 8 locations. Today we serve over 2,000 clients in over 40 states, with assets under management approximating $2 billion. 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 every promise we make. We offer a wide array of services to our clients, including Investment Management, Retirement Planning, 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 exceptional 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 next egg and manage financial decisions.
Read moreCountry
State
Pennsylvania
City (Headquarters)
Hermitage
Founded
1986
Estimated Revenue
$10,000,000 to $50,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Service Support Manager
Email ****** @****.comPhone (***) ****-****Client Accounting Services Manager
Email ****** @****.comPhone (***) ****-****Data Specialist
Email ****** @****.comPhone (***) ****-****
Technologies
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