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.
View Top Employees from JFS Wealth AdvisorsWebsite | https://www.jfswa.com |
Revenue | $10 million |
Employees | 99 (98 on RocketReach) |
Founded | 1986 |
Address | 1479 N. Hermitage Rd., Hermitage, Pennsylvania 16148, US |
Phone | (724) 962-3200 |
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Industry | Financial Services, Finance, Finance General, Consulting, Asset Management |
Web Rank | 9 Million |
Keywords | Special Depreciation Allowance 2018, Section 179 Leasehold Improvements 2018, 2018 Special Depreciation, Land Improvements Depreciation Life 2018, Special Depreciation Allowance 2018 For Long Term Assets |
Competitors | Lido Advisors, LLC, Petersen Hastings, Rodgers & Associates, The Harvest Group, Wealth Management, LLC, Wealth Management, Inc. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular JFS Wealth Advisors employee's phone or email?
The JFS Wealth Advisors annual revenue was $10 million in 2024.
Steve Lee is the Partner of JFS Wealth Advisors.
98 people are employed at JFS Wealth Advisors.
JFS Wealth Advisors is based in Hermitage, Pennsylvania.
The NAICS codes for JFS Wealth Advisors are [52, 52393, 523, 5239].
The SIC codes for JFS Wealth Advisors are [628, 62].