1501 Fourth Avenue,
Independent Financial Planning and Wealth Management
At BBJS Financial Advisors, LLC our clients receive personal service focused on how to best reach their goals. Our investment philosophy embraces the tenets of proper asset allocation, tax efficient strategies and academic research. Our approach of getting to know our clients and understanding their needs allows us to tailor a unique and comprehensive financial plan and investment strategy that provides clarity to their financial mission. As fiduciaries our clients’ needs come first and we do not receive any compensation or commissions from outside parties that compromise our role as client advocates.
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through your life transitions.
We believe values matter, and we live by ours every day.
We strive to create a better quality of life for our clients by managing their financial affairs allowing them to concentrate on other areas of their lives. Along with our affiliated CPA firm we offer a broad range of services that includes:
Investment management, Investment portfolio review, Retirement planning, College education funding, Mortgage review, Tax planning and compliance, Insurance planning, Estate planning, Stock options/shares planning
BBJS Financial Advisors, LLC may service clients residing anywhere in the United States. We are a registered investment advisor with the U.S. Securities and Exchange Commission. Please review our firms Form ADV and Client Relationship Summary to find out more about us.