Services for
Businesses & Institutions
WHAT WE DO
At JFS, we deliver trusted business advisory services for company retirement plans and businesses planning for transitions, and time-tested investment management for institutions.
Our Business Advisory Services
Business Retirement Plans
Assess your company benefits and get fiduciary recommendations on plan design and implementation. Retain talent with effective retirement plan solutions and ongoing education, including group and one on-one employee counseling.
Business Growth and Transitions
Understand the value of your business, assemble a team and develop a plan to accelerate business value, address gaps and build intangible assets. Boldly execute your business exit or succession plan.
Tax
Gain access to integrated tax planning and consulting, including preparation of tax returns and compliance, bookkeeping, payroll administration, bill pay, and other accounting services. Employ estate and income tax strategies for business owners.
Our Business Advisory, Retirement Plan, and Tax Professionals
Tammie L. Bernard
Louis V. Colella, CPA/PFS, CFP®, CEPA™
Michelle L. Wright, CPA, MST
Ted Rhinehart, AIF®, CPFA, QKA
Sean M. Gibbon, CPA/PFS, CFP®, CEPA™
Kevin K. Renne, CFP®, CEPA™
Austin Sambuco, CFP®
Casie Merchant, CFP®
Jacki Grober, EA
Stephen Linamen
Thomas A. Foglia, CPA/PFS, MST
Linda N. Ruggia
Morgan E. Ramsey
Ryan Kennis, CFP®, CEPA™
Jeanette Shaffer
