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      DETAILS

      Our unique approach to financial planning helps clients find money they may be transferring to financial institutions unknowingly and unnecessarily.

      General Info
      JBA Financial Advisor offers financial planning, investment planning and Wealth Building Cornerstone?s retirement planning process. With our extensive experience within the financial industry, we have earned the confidence of our firms? clients. We believe this confidence, together with our history of integrity and quality service, is instrumental to the financial success of our clients. With over 30 years of experience in financial services, taxation, and education; JBA?s Principal, John Berzellini, has amassed an impressive network of credentialed professionals and industry relationships. These relationships bring together a team to address our clients unique financial goals and circumstances. Please call for an appointment!
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Social Links
      Categories
      Investments, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Life Insurance
      Services/Products
        Estate PlanningMarket AnalysisD. Brokerage and Cash ManagementChartered Life UnderwritersComprehensive Financial Planning ServicesEquity InvestmentsFinancial ManagementInvestment PlanningFinancial PlanningAnnuitiesAsset & Portfolio ManagementIRA RolloversFinancial & Retriement PlanningRetirement PlanningTax PlanningStock InvestmentsB. Professional Money ManagementInsurance PlanningFinancial Advisors
        Inheritance PlanningFinancial Education WorkshopsFamily Financial PlanningAsset ManagementCharitable TrustsC. Insurance Life-Long Term CareSEP Individual Retirement AccountsAnnuitiesInvestmentsMoney Market AccountsBondsMutual FundsGovernment BondsStocksCertificates of DepositIndividual Retirement AccountsMoney Market FundsKeogh PlansIndex Funds
      Payment Options
      Location
      Located inside of Padonia Center Office Building.
      Accreditation

      Certified Financial Planner

      Associations
      American Institute of Certified Public Accountants,Better Business Bureau,Financial Planning Association
      Other Link

      http://www.jbafinancialadvisors.com

      Data provided by one or more of the following: Thryv, Data Axle, Yext.