How does the advisor help clients – Key Takeaways:
The Jaffee Financial Group, Inc. is a leading financial advisory firm that provides a range of services to help clients reach their financial goals. With a team of experienced advisors and a commitment to personalized attention, the firm has earned a reputation as a trusted financial expert.
Facts and Insights
The Jaffee Financial Group, Inc. was founded in 1995 by financial expert, John Jaffee. Since then, the firm has grown to manage over $500 million in assets for its clients. The firm’s focus on building long-term relationships and providing comprehensive financial planning services has contributed to its success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 25 years |
Financial Services Offered
The Jaffee Financial Group, Inc. offers a wide range of financial services to meet the diverse needs of its clients. These services include wealth management, retirement planning, tax planning, and estate planning. The firm also provides investment management, insurance planning, and education planning services.
Client Types
The Jaffee Financial Group, Inc. works with a variety of clients, including individuals, families, and small business owners. The firm’s advisors have experience working with clients from all financial backgrounds and are able to tailor their services to meet each client’s unique needs and goals.
Fees & Compensation
The Jaffee Financial Group, Inc. operates under a fee-based structure, meaning that the firm charges a percentage of assets under management as its fee. This ensures that the firm’s interests are aligned with its clients’ and that the advisors are focused on helping clients grow their wealth.
Background
The founder of The Jaffee Financial Group, Inc., John Jaffee, has over 35 years of experience in the financial industry. He is a certified financial planner (CFP) and a chartered financial consultant (ChFC), showing his commitment to excellence in financial planning. The firm’s team of advisors also has extensive experience and knowledge in different areas of finance, providing clients with a well-rounded and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know
The Jaffee Financial Group, Inc. is a registered investment advisor, meaning it is regulated by the Securities and Exchange Commission (SEC). As such, the firm is required to disclose all potential conflicts of interest and any information that could impact a client’s decision to work with them. All disclosures can be found on the firm’s Form ADV, which is publicly available on the SEC’s website.