Are you passionate about serving your clients? We are hiring for a Retirement Plan Advisor at our Pittsburgh, PA office. The right person will coordinate retirement plans and monitor investment accounts while contributing to team efforts and goals. For more information and to apply, visit our website here: https://bit.ly/3MLqTpr
JFS Wealth Advisors
Financial Services
Hermitage, PA 777 followers
We guide our clients to peace of mind by assisting them with meeting life's challenges by thriving financially.
About us
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.
- Website
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https://www.jfswa.com
External link for JFS Wealth Advisors
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Hermitage, PA
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Investment Management, Retirement Planning, Tax Planning & Return Preparation, Insurance Review & Risk Assessment, Estate & Legacy Planning, Education Planning, Cash Management, Philanthropic Planning, and Business Retirement Plan Management
Locations
Employees at JFS Wealth Advisors
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Thomas Alvaré, CPA, Personal Financial Specialist
Managing Principal, Senior Wealth Advisor at JFS Wealth Advisors
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Saverio (Sam) Paglioni, CIMA®
Partner at JFS Wealth Advisors
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Kevin Renne, CFP®, CEPA™
Partner, Wealth Advisor at JFS Wealth Advisors
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Debra Meixell
Client Relationship Specialist at JFS Wealth Advisors
Updates
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Ensuring your investment portfolio is well-prepared for market volatility is essential for protecting your financial future. Explore practical strategies to navigate unpredictable times and reduce risks in our post. #InvestmentPlanning #FinancialSecurity
Trimming the Sails: Preparing Your Portfolio for Choppy Seas | JFS Wealth Advisors
jfswa.com
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No matter at what age or stage in life it occurs, divorce is one of the hardest transitions to make. But for couples divorcing later in life—after 20, 30, or even more years of marriage—the financial aspects of divorce can be especially challenging. Our article lays out some special considerations for those divorcing in mid-life or later. https://lnkd.in/guMA2MJU
Gray Divorce: The Financial Implications | JFS Wealth Advisors
jfswa.com
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Life insurance is not just a safety net; it can play a crucial role in your financial planning by facilitating wealth transfer, retirement planning, and much more. Discover how to make the most of it in our article. #LifeInsurance #WealthManagement
Smart Uses for Life Insurance--While You're Still Alive | JFS Wealth Advisors
jfswa.com
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Effective succession planning is vital for maintaining business continuity and achieving long-term goals. Learn about the key factors to consider in our post, to prepare your business for a seamless transition. #SuccessionPlanning #BusinessManagement
Succession Planning in Professional Service Firms | JFS Wealth Advisors
jfswa.com
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JFS are proud to announce that three of our experienced wealth advisors are joining the partnership team. Congratulations Aaron Dayton, CFP®, Kevin Renne, CFP®, CEPA™, and Greg Reif, CFP®.
JFS Wealth Advisors Names New Partners - Q3 2023 | JFS Wealth Advisors
jfswa.com
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Discovering the intricacies of stock options can be a daunting task. Our guide delves into the fundamentals, providing clarity on your investment choices and how they can shape your financial outlook. Dive deeper into the topic here. #StockOptions #FinancialPlanning
What Are My Options? Decoding the Basics of Stock Options | JFS Wealth Advisors
jfswa.com
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Planning for college can be daunting, especially when it comes to financing. Many families are unaware of the steps and tools available to manage the costs effectively. Join us for our upcoming webinar, where Barabra Glover, CFP®, CCFC, will explain the financial aid process and provide strategies to help maximize your funding options. We will cover critical topics like: • Understanding FAFSA • Decoding the CSS Profile • Financial Aid Essentials • Types of Aid • Actual Cost of College • Critical Timelines • and a Live Q&A Register today: https://lnkd.in/gFQKKAJw
Webinar: Mastering the College Financial Aid Process
jfswa.zoom.us
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JFS Wealth Advisors has advanced from the top 200 to the top 150 in the FA RIA rankings for 2024. This acknowledgment reflects our consistent dedication to delivering reliable wealth management services. No compensation was provided to obtain or market this award. We thank our clients and team for their continued trust and support. #WealthManagement #FA150
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Stay ahead of the game by staying informed about the latest 2024 updates to retirement account contribution limits. Being informed about these changes can help you maximize your savings strategy and work towards building a more secure financial future. Get all the details in our post. #RetirementPlanning #FinancialAdvisory
2024 Retirement Accounts Limits | JFS Wealth Advisors
jfswa.com