We guide our clients to peace of mind by assisting them with meeting life's challenges by thriving financially.
JFS Wealth Advisors is a leading financial services firm dedicated to empowering individuals and families to achieve their financial aspirations. With a strong commitment to integrated financial planning and investment strategies, JFS Wealth Advisors guides clients through every stage of life, helping them navigate challenges and thrive financially. Since 1986, JFS Wealth Advisors has been committed to building long-term client relationships based on honesty and integrity, offering a comprehensive suite of services, including investment management, retirement planning, tax planning, and estate planning.
Located at 1479 N. Hermitage Rd., Hermitage, PA 16148, US, with additional offices at Six PPG Place, Suite 1250, Pittsburgh, PA 15222, US; 1415 Panther Lane, Suite 370, Naples, FL 34109, US; 1055 Westlakes Drive, 3rd Floor, Berwyn, PA 19312, US; 2005 S. Easton Road, Suite 200, Doylestown, PA 18901, US; 1853 William Penn Way, Lancaster, Pennsylvania 17601, US; 415 Fallowfield Rd, Camp Hill, Pennsylvania 17011, US; and 1635 Market St, Suite 1600, Philadelphia, Pennsylvania 19103, US, JFS Wealth Advisors is committed to providing expert financial guidance and personalized solutions tailored to meet the unique needs of each client. The firm's team of in-house subject matter experts covers all aspects of financial well-being, from business growth and transitions to business retirement plan services. JFS Wealth Advisors’ approach is rooted in understanding each client's story, goals, and vision for the future, ensuring fully engaged and responsive service every step of the way.
JFS Wealth Advisors also extends its expertise to businesses, offering comprehensive financial guidance to design diversified investment strategies that empower employees to manage their financial futures. With a nationwide reach, JFS Wealth Advisors continues to set the standard for excellence in financial planning and investment management. We invite the manager of JFS Wealth Advisors to create a customized and exclusive company showcase and product listing on our platform.
Compare JFS Wealth Advisors with 3 companies in Financial-Services
| Comparison Field |
JFS Wealth AdvisorsMain Company |
Focus Partners Wealt...View Profile |
Confluence Financial...View Profile |
Epic Capital Wealth...View Profile |
|---|---|---|---|---|
|
Founded Year
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— | 2009 | ||
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Company Size
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— | 1,001-5,000 | 51-200 | 2-10 |
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City
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Hermitage, PA | Clayton, Missouri | McMurray, PA | Charlotte, NC |
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Country
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United States | |||
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Skills & Keywords
Comparing with main company
|
14 Total Skills
Financial Planning
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Wealth Management
Financial Services
Insurance Review & Risk Assessment
Tax Planning & Return Preparation
Cash Management
Philanthropic Planning
Estate & Legacy Planning
Education Planning
Business Retirement Plan Management
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10 Total
3 Common
7 Unique
Match
21%
Common Skills:
Estate Planning
Tax Planning
Wealth Management
Unique Skills:
Business Management
Cash-Flow Planning
Corporate-Sponsored Financial Counseling
Family Office
Institutional
Life Enhancement Services
+1
|
10 Total
2 Common
8 Unique
Match
14%
Common Skills:
Estate Planning
Tax Planning
Unique Skills:
Business & Retirement Plans
Business Consulting
Cash Flow Analysis
Corporate Cash Management
Employee Benefit Review
Insurance Planning
+2
|
9 Total
2 Common
7 Unique
Match
14%
Common Skills:
Estate Planning
Tax Planning
Unique Skills:
Comprehensive Wealth Planning
Impact Investing
Insurance Planning
Responsible Investing
Retirement Income Planning
Risk Management
+1
|
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