JAS Financial Services, LLC
Helping each client through their unique financial journey is the primary purpose of the firm. All services are provided by applying fiduciary principles. The process is unique to each client. Understanding the needs, wants and wishes of each client is essential to helping our clients. Services include Advisement, Investment Management and Financial Planning. Combining these services is referred as Wealth Planning.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.