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

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

Jersin Financial Services provides investment management and financial planning to individual clients and also works with pension and profit-sharing plan clients. The firm’s brochure lists services including investment analysis, retirement planning, estate and philanthropic planning, and both tax planning and tax preparation. The firm tailors its planning to each client’s needs and links investment decisions with personal income tax planning to address multi-year tax effects and reduce “tax drag.” For clients who do not use its tax preparation services, JFS coordinates with the client’s CPA or tax preparer, reviewing strategies and draft returns in the context of the client’s investments. Compared with many peers, JFS emphasizes integrated income tax planning and in-house tax preparation as part of its advisory process, which the brochure describes as a way to improve after-tax returns. The firm’s inclusion of pension and profit-sharing plan clients is also a less common client segment for firms of this type, while its work spans investment, retirement, and estate planning.

To learn more about the advisors currently working at Jersin 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.