Lakeland Investor Services Inc

JFS Wealth Advisors is a comprehensive financial service provider located in Hermitage, PA, specializing in holistic wealth management for individuals, families, and businesses. Their diverse range of services includes financial planning, investment management, retirement planning, estate planning, and risk management, catering to clients seeking growth, preservation, and transition of wealth. With a dedicated leadership team composed of certified professionals, JFS Wealth Advisors prides itself on its fiduciary standard and commitment to clients' best interests. They operate across nine locations and serve clients nationwide, offering tailored solutions that navigate every stage of financial life for both personal and business needs. Generated from the website

My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families. As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.

Samuels Financial LLP is a Manchester-based firm of professional and experienced Chartered Financial Planners, dedicated to providing a wide range of services to help clients build, grow, protect, and preserve their wealth. With a philosophy centered on integrity and excellence, they pride themselves on building long-term relationships with clients and offering high-quality advice on wealth management. As an Appointed Representative of St. James's Place Wealth Management plc, Samuels Financial LLP is authorized and regulated by the Financial Conduct Authority to advise solely on the group's wealth management products and services. With a focus on personalized service and a genuine approach, they assist clients in planning for their financial future and achieving their goals.Generated from the website