Jfs Wealth Advisors
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 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.
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Verified contacts
111
available on Kipplo
LinkedIn employees
102
51 to 200 range
Open roles
—
no listings
Distinct roles
59
indexed titles
Tech stack
1
tools in use
Monthly traffic
373
organic / mo
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Decision-makers and verified team members
111 contacts with verified email or phone · masked until revealed.
- AD
Aaron Dayton
Partner, Wealth Advisor · Finance & Accounting
EmailPhone - GR
Greg Reif
Partner, Wealth Advisor · Finance & Accounting
EmailPhone - KR
Kevin Renne
Partner, Wealth Advisor · Finance & Accounting
EmailPhone - ML
Michelle L. Wright
Tax & Accounting Director · Other
EmailPhone - SA
Sarah Amey
Partner, Wealth Advisor · Finance & Accounting
EmailPhone - SP
Saverio Paglioni
Partner, Wealth Advisor · Finance & Accounting
EmailPhone - TR
Ted Rhinehart
Retirement Plan & Institutional Director Advisor · Other
EmailPhone - TW
Tom Wilson
Lead Advisor · General Business & Management
EmailPhone - RY
Ron Yost
Partner Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 111 verified contacts
Top roles at Jfs Wealth Advisors
59 distinct titles indexed · top 10 shown.
- 18client relationship specialist
- 7partner, wealth advisor
- 6wealth advisor
- 5associate wealth advisor
- 4client service specialist
- 4portfolio management specialist
- 2advisor
- 2client relations specialist
- 2customer service specialist
- 2financial planning associate
- +49more titles
Sign up to unlock all 111 contacts at Jfs Wealth Advisors
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