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What You Need to Know Before You Invest Your Money
Investing Kevin Kelly, CFA 5/14/21 Investing Kevin Kelly, CFA 5/14/21

What You Need to Know Before You Invest Your Money

Smart investors do their homework, find people they can trust and use strategies that work for them. Here are three things investors must know about themselves.

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What Is The Value Of Your Advisor? – Looking Out for Your Best Interests
Financial Planning Thomas Kelly, CFA 8/14/20 Financial Planning Thomas Kelly, CFA 8/14/20

What Is The Value Of Your Advisor? – Looking Out for Your Best Interests

Our approach is centered around sitting on the same side of the table as you, acting as a fiduciary, being bound ethically to act in your best interests.

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What Is The Value Of Your Advisor?
Financial Planning Thomas Kelly, CFA 7/16/19 Financial Planning Thomas Kelly, CFA 7/16/19

What Is The Value Of Your Advisor?

Studies have shown the estimated value of a financial advisor to be worth 1.6% to 4.1%, annually. SJS strives to implement many of these “value-add” services.

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Sylvania, Ohio | Scottsdale, Arizona | Chicago, Illinois | Perrysburg, Ohio
Phone: (419) 885-2626 or (800) 434-4406