We’ll do everything we can to help you meet your financial goals and challenges, so you can live the life you envision with peace of mind.
At JFS, we put honesty, integrity and trust before everything else. Our business is defined by the relationships we build, not the products we sell.
The Quarterly Market Review for First Quarter 2016 is now available. View by clicking here.
We are pleased to announce the promotion of Senior Lead Advisor, Louis V. Colella, CPA/PFS, CFP® to Managing Principal. Lou’s advancement will make him an integral part in developing the firm’s strategic initiatives, leading functional teams, and implementing industry-leading wealth management practices across JFS.