J & J Financial takes a relationship-driven approach to helping clients achieve financial freedom.
Respected
We have built our reputation on personalized service and exceptional client care.
More than 700 families in Danville, Pennsylvania and beyond rely on our expertise, guidance, and counsel.
Reliable
Our ties to the community run just as deep as our relationships with clients.
As trusted advisors, we will be with you through every unexpected twist and exciting turn to ensure you have a plan that adapts, grows, and changes with your family and career.
Principled
Our business is family-run and we treat our clients like family.
Because financial decisions are life decisions that have a value beyond dollars and cents, our counsel extends beyond merely monetary advice. Our most cherished metric is how well we help clients fulfill their dreams and live a rewarding life.
Let us help you plan for the financial freedom you’re working towards.
Our approach isn’t cookie-cutter. We take time to understand each client’s unique circumstances and needs, then create a personalized plan designed to help you achieve your goals. Components of a comprehensive plan could include:
Investments
You’ve put in the work and saved; now let us help you bring order to your finances by guiding you through the process of selecting the savings vehicles that can help achieve your goals.
Insurance
Planning for the unexpected brings peace of mind. Accordingly, insurance is essential to any comprehensive financial security plan.
Retirement Planning
It’s never too early – or too late – to start planning for the future. Planning for the retirement of your dreams will help ensure all of your hard work and careful savings last you a lifetime.
Your Finances
Financial security starts with sound money management strategies. From household budgeting to disposable income allocations, your daily decisions impact your ability to achieve your long-term goals.
Asset Allocation
Determining the proper mix of asset classes that closely match your goals, preferences, and tolerance for risk is our system of creating retirement buckets.
Wealth Transfers
If you’ve done well for yourself, then we can help you safeguard your success and help set your children on a course to do even better.
