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Our Services

J & J Financial offers financial planning products and services for businesses and individuals that address your full continuum of needs:
 

For businesses:

  • employer-sponsored retirement plans
  • employee and key employee retirement planning
  • actuarial consulting (i.e. vetting insurance plans)
  • life insurance products for employees
  • business disability insurance products
  • organizational succession planning
  • risk management

 

For individuals and family:

  • retirement plans for individuals
  • inter-generational wealth transfers
  • retirement plan rollovers
  • college savings plans
  • life insurance protection
  • estate planning
  • risk management

Our Services

  • Services
  • Request an Appointment

Contact Us

J& J Financial

758 Bloom Road, Danville, Pennsylvania 17821

Phone: (570) 275-9144

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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.

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

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.

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