Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

 
 

Coordination with Advisors

Sometimes advisors will make recommendations without taking into consideration a client’s other planning goals and resources. As a part of JFP’s planning process, we will coordinate with all of your other advisors such as your attorney, your CPA and your insurance agent when making recommendations. If there happens to be a missing advisor relationship, we can make recommendations and introductions to some professionals that we trust.