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JBA Financial Advisor offers financial planning, investment planning and Wealth Building Cornerstone?s retirement planning process. With our extensive experience within the financial industry, we have earned the confidence of our firms? clients. We believe this confidence, together with our history of integrity and quality service, is instrumental to the financial success of our clients. With over 30 years of experience in financial services, taxation, and education; JBA?s Principal, John Berzellini, has amassed an impressive network of credentialed professionals and industry relationships. These relationships bring together a team to address our clients unique financial goals and circumstances. Please call for an appointment!
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More Business Info

Our unique approach to financial planning helps clients find money they may be transferring to financial institutions unknowingly and unnecessarily.

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
  • Retirement Planning
  • Insurance Planning
  • Tax Planning
  • Asset & Portfolio Management
  • Annuities
  • Comprehensive Financial Planning Services
  • Estate Planning
  • D. Brokerage and Cash Management
  • Chartered Life Underwriters
  • Financial Management
  • Inheritance Planning
  • Investment Planning
  • Equity Investments
  • Financial Education Workshops
  • IRA Rollovers
  • Financial & Retriement Planning
  • Financial Advisors
  • Charitable Trusts
  • Family Financial Planning
  • Stock Investments
  • C. Insurance Life-Long Term Care
  • B. Professional Money Management
  • Financial Planning
  • Asset Management
  • Market Analysis
  • Mutual Funds
  • Stocks
  • Bonds
  • Money Market Accounts
  • Annuities
  • Government Bonds
  • Index Funds
  • Investments
  • SEP Individual Retirement Accounts
  • Individual Retirement Accounts
  • Certificates of Deposit
  • Keogh Plans
  • Money Market Funds
Payment method
cash, check
Location
Located inside of Padonia Center Office Building.
Accreditation

Certified Financial Planner

Associations
American Institute of Certified Public Accountants,Better Business Bureau,Financial Planning Association
Other Link

http://www.jbafinancialadvisors.com

Social Links
Categories
Financial Planning Consultants, Financial Planners, Financing Services, Insurance, Investments, Life Insurance