JFS Wealth Advisors

JFS Wealth Advisors

Financial-Services

Hermitage, PA
Company Tagline

We guide our clients to peace of mind by assisting them with meeting life's challenges by thriving financially.

Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Kevin Renne CFP® CEPA™ Saverio (Sam) Paglioni CIMA® Thomas Alvaré CPA Personal Financial Specialist Debra Meixell

Compare Companies Side by Side

Compare JFS Wealth Advisors with 3 companies in Financial-Services

4 Companies
Comparison Field
JFS Wealth Advisors
JFS Wealth Advisors
Main Company
Focus Partners Wealth
Focus Partners Wealt...
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Confluence Financial Partners
Confluence Financial...
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Epic Capital Wealth Management
Epic Capital Wealth...
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Founded Year
2009
Company Size
1,001-5,000 51-200 2-10
City
Hermitage, PA Clayton, Missouri McMurray, PA Charlotte, NC
Country
United States
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
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
4
Total Companies
2009
Oldest Founded
1
Countries
34
Unique Skills

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Alternative Company Names

This company is also known as

JFS Wealth Advisors JFS 财富顾问 जेएफएस वेल्थ एडवाइजर्स مستشارو الثروات في JFS ДжФС Веалтх Адвайсорс Consultores de Patrimônio da JFS