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About JERSIN FINANCIAL SERVICES
JERSIN FINANCIAL SERVICES is a leading financial firm that provides personalized and comprehensive financial planning and investment management services to individuals, families, and businesses. With a team of experienced and knowledgeable advisors, JERSIN FINANCIAL SERVICES aims to help clients achieve their financial goals and secure their financial future.
How Does the Advisor Help Clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Offers investment management services for clients
- Helps clients achieve their financial goals
- Secures clients’ financial future
Facts and Insights
JERSIN FINANCIAL SERVICES has a strong track record of success, with a high level of client satisfaction and retention. They have helped numerous clients reach their financial goals and build long-term wealth. The following table provides more information about JERSIN FINANCIAL SERVICES:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 20+ years |
Financial Services Offered
JERSIN FINANCIAL SERVICES offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Planning
Client Types
JERSIN FINANCIAL SERVICES works with clients from various backgrounds and financial situations, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Retirees
Fees & Compensation
JERSIN FINANCIAL SERVICES is committed to transparency when it comes to fees and compensation. They offer fee-based services, meaning their fees are based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’ goals and objectives.
Background
JERSIN FINANCIAL SERVICES was founded by John Jersin, a highly experienced and reputable financial advisor with over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Under his leadership, JERSIN FINANCIAL SERVICES has grown to become one of the top financial firms in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, JERSIN FINANCIAL SERVICES is required to disclose certain information to their clients, including any potential conflicts of interest and their fee structure. They also abide by a fiduciary duty, meaning they are legally obligated to act in their clients’ best interests.