What We Do
We specialize in comprehensive wealth management, retirement planning, and qualified plan guidance.
Who We Are
We are a dedicated team of independent financial advisors here to help you plan for your financial future.
Why We Do It
We believe in serving our clients for a lifetime. They continue to work with us and recommend us to others because of our dedication and high level of service.
Understanding Today's Financial Environment
At Jaffe Financial Services, we provide comprehensive risk and wealth management to individuals and families that want to protect their future. Our clients enjoy advice that caters to their individual goals. No two plans are alike and we sit down and really get to know you and your dreams. We encourage our clients to dream big and plan wisely to accomplish their goals.