JBA Financial Advisors
30 E Padonia Rd Ste 301, Lutherville Timonium, MD 21093
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!
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
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - 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
- Social Links
- Categories
- Financial Planning Consultants, Financial Planners, Financing Services, Insurance, Investments, Life Insurance