At JL Financial Services, we’re here to serve as your professional guide to financial success. Success can be defined in many different ways, and we go through an in-depth planning process to ensure that every client has the right plan for them and their family.
From retirement planning to college planning, we aim to provide experience in all areas of personal finance so that our clients are educated, comfortable, and confident with their plan. Areas of focus typically include: investment selection, investment allocation (stock/bond ratio), social security strategy, insurance, and advanced tax planning.
Thank you for visiting our website and we hope to see you in person soon!
WE CONDUCT BUSINESS WITH THE FOLLOWING CORE VALUES:
- Be a Trustworthy Fiduciary – Clients need to know that their best interests are truly priority #1
- Be Thorough – we meet with clients as often as needed to fully understand each client’s financial needs
- Be Accessible – we know from experience that clients want an advisor who is willing to communicate with them and answers the call in a timely manner
- Be Approachable – our main goal is that clients are comfortable calling, coming in to the office, and asking us for anything in the personal finance space
- Leave Confident – When we accomplish the above 4 goals, our clients leave the office confident that they’ve found the right advisor and the right plan. Confidence is KEY!
MEET OUR TEAM
Owner, Investment Advisor Representative
CERTIFIED FINANCIAL PLANNER™
Founded in 1981, Cetera Advisors LLC is an independent broker-dealer that has grown into a leading provider of services and products to financial professionals nationwide. We provide the benefits and personalized service of a boutique firm along with the resources and financial strength of a large one. Please see the below website for more information on Cetera Advisors LLC.