Services for
Businesses & Institutions


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.


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.

For over 35 years we've been our clients' first call as they encounter victories and setbacks, births and deaths, marriages and divorces, career changes and retirement. We've always been dedicated to helping them achieve success, however they defined it.

Wealth Advisor Services for Family. Business. Legacy.

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