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JBA Financial Advisor offers financial planning, investment planning and Wealth Building Cornerstone?s retirement planning process. With our extensive experience within the financial industry, we have earned the confidence of our firms? clients. We believe this confidence, together with our history of integrity and quality service, is instrumental to the financial success of our clients. With over 30 years of experience in financial services, taxation, and education; JBA?s Principal, John Berzellini, has amassed an impressive network of credentialed professionals and industry relationships. These relationships bring together a team to address our clients unique financial goals and circumstances. Please call for an appointment!
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More Business Info

Our unique approach to financial planning helps clients find money they may be transferring to financial institutions unknowingly and unnecessarily.

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
  • Estate Planning
  • Market Analysis
  • D. Brokerage and Cash Management
  • Chartered Life Underwriters
  • Comprehensive Financial Planning Services
  • Equity Investments
  • Financial Management
  • Investment Planning
  • Financial Planning
  • Annuities
  • Asset & Portfolio Management
  • IRA Rollovers
  • Financial & Retriement Planning
  • Retirement Planning
  • Tax Planning
  • Stock Investments
  • B. Professional Money Management
  • Insurance Planning
  • Financial Advisors
  • Inheritance Planning
  • Financial Education Workshops
  • Family Financial Planning
  • Asset Management
  • Charitable Trusts
  • C. Insurance Life-Long Term Care
  • SEP Individual Retirement Accounts
  • Annuities
  • Investments
  • Money Market Accounts
  • Bonds
  • Mutual Funds
  • Government Bonds
  • Stocks
  • Certificates of Deposit
  • Individual Retirement Accounts
  • Money Market Funds
  • Keogh Plans
  • Index Funds
Payment method
cash, check
Location
Located inside of Padonia Center Office Building.
Accreditation

Certified Financial Planner

Associations
American Institute of Certified Public Accountants,Better Business Bureau,Financial Planning Association
Other Link

http://www.jbafinancialadvisors.com

Social Links
Categories
Financing Services, Financial Planners, Financial Planning Consultants, Insurance, Investments, Life Insurance