Broker Check

History

005-family“Progress comes from the intelligent use of experience.” – Elbert Hubbard

BBJS Financial Advisors, LLC started in July 2001 when Bancroft, Buckley, Johnston & Serres LLP (a CPA firm) recognized the need to further specialize its services by forming a separate company to help high net worth families manage their financial lives. This move has helped both businesses and our clients manage the various components of their financial lives, such as investments and taxes, which often intersect.