• CONNECT WITH THE TEAM THAT CARES

    Our goal is to make a profound impact on you - now and into the future - helping to shape your financial security and your family's legacy.

    Tell us your unique needs, goals, and aspirations, so JSF can develop a comprehensive view of your finances and life.

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  • January 2025 Market Recap: A Choppy Start

    Stocks finished January higher in a topsy-turvy start to the year amid volatility in the technology sector. Bond yields declined (prices higher) but remain elevated.

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  • Tailored advice for life's unique challenges

    We provide holistic financial planning, investment management, and private wealth services for individuals, families, foundations and institutions seeking customized advice and partnership.

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  • ABOUT JSF

    JSF Financial was founded by Jeff Fishman in 1996 as an independent wealth manager dedicated to helping clients build a stronger financial future. While we’ve grown significantly, our commitment to each client and our reputation for integrity, candor and expertise remain unchanged.

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We Meet You Where You Are

Every financial path is unique. You may have complex financial circumstances, varied assets, and multiple income streams.

We learn about what you value and need, as well as where your passions lie, to match investments to your individuality.

These solutions take each client and their unique financial challenges into consideration.

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ABOUT JSF

JSF Financial was founded in 1996 with a mission to help people and make a profound impact on their lives.

We empower clients and their families to make pivotal, life-changing decisions such as buying a house, saving for their children’s college education, preparing for retirement, or navigating estate planning.

During these crucial moments, the JSF Financial team offers our broad expertise and empathy to assist clients in making informed, objective decisions and taking charge of their futures.

Meet the Team

The JSF Difference

At JSF Financial, we empower our clients to achieve greater financial success by focusing on what they can control in their lives and navigating their personal financial journeys.

We help to ease financial anxiety and seek to foster peace of mind by helping you understand your investments and financial situations from different angles.

Build confidence and clarity for the future.

Connect With Us

JSF Financial values building meaningful relationships because we see investment management and financial planning as a lasting, collaborative partnership.

Experience our personalized service, lean into our expertise, and develop your comprehensive life plan.

Contact us to meet your JSF advisor and tell us how we can add value to your life.

MEET YOUR JSF FINANCIAL TEAM
Contact us and meet your advisors today.

Let's Connect

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