J & J Financial takes a relationship-driven approach to helping clients achieve financial freedom.
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.
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.
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:
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.
Planning for the unexpected brings peace of mind. Accordingly, insurance is essential to any comprehensive financial security plan.
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.
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.
Determining the proper mix of asset classes that closely match your goals, preferences, and tolerance for risk is our system of creating retirement buckets.
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.
Office hours are Monday through Friday from 8:30 a.m. until 5 p.m. Evening and weekend appointments, as well as home visits, are also available to accommodate your busy schedule.
Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC. Member FINRA/SIPC a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from other named entities.
This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.