A complete list of active advisors currently associated with JC Financial Services

Warmer can help you find a great advisor at JC Financial Services or one who fits your needs even better.

JC Financial Services is a state‑registered, single‑advisor independent firm that primarily serves individual investors and small businesses with investment management, financial planning, and retirement plan (Simple IRA and 401(k)) services. The firm manages client accounts on a discretionary basis and also facilitates access to outside managers when appropriate, offering both one‑time and ongoing planning engagements. The firm’s investment program emphasizes passive portfolio construction using index mutual funds and ETFs to implement asset‑allocation targets, supplemented by due diligence on third‑party managers when a different approach is warranted. Client relationships are built around individualized investment policy statements and periodic reviews, with ongoing access under its retainer planning model and routine monitoring of account objectives and tax considerations. Compared with many solo independent advisers, JC Financial Services is affiliated with an in‑house bookkeeping and tax practice and its principal also works as a tax preparer, a relationship the firm discloses and may recommend to clients when appropriate. The firm also provides employer‑focused retirement plan services that include assembling plan documentation and conducting annual participant meetings at the employer’s office, reflecting an educational and employee‑outreach component not common among similar firms.

To learn more about the advisors currently working at JC Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.