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Caring

The kindness we extend from our hearts

Sharing

The legacy we leave our family and community

Living

The vibrant energy that flows from us

Loving

The tenderness and affection we spread

Why Us?

J & J Financial takes a relationship-driven approach to helping clients pursue financial freedom.

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Reliable

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.

Respected

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.

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Our Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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 pursue 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.