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We are the light to help guide you to a safe and comfortable retirement

Our mission is to help clients navigate toward financial freedom. We are an experienced team of financial professionals who listen to our clients goals and handle all facets of the planning process. 

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Comprehensive Financial Services

We offer a comprehensive suite of financial services that range from life, disability income and long-term care insurance to estate planning, investments, and retirement planning. JFG also offers financial strategies to corporate clients and their employees including group benefits, risk management strategies, business succession planning, and retirement planning and education funding strategies.

Financial Planning

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Wealth Strategies

We create strategies that are tailored to your needs and goals.

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Retirement Planning

Years of experience have prepared us to guide you through your life transitions.

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Risk Management

Protect your assets with an array of tools to assess, analyze, and mitigate financial risk. 

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Cutting-Edge Technology

We're using the latest financial technologies to help you manage and visualize your financial situation. As you work with one of our financial advisor's, you receive your very own personal financial website that puts your key financial data and critical documents all in one place! You can log-in at any time to see all of your bank, investment, and retirement accounts, as well as your progress toward the goals we establish together.

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Join Us for an Upcoming Seminar!

We regularly host educational seminars in Pennsylvania and New Jersey to provide critical information around retirement and social security planning. 

Savvy Social Security Planning / What Baby Boomers Need to Know to Maximize Retirement Income

Understanding Long Term Care / Insight into understanding long term care insurance options

The Importance of Annuities in Retirement Planning / Everything you need to know about Annuities

View Our Upcoming Seminars

Five Star Wealth Manager Award Winners

Javid Jaraiedi has been voted by his peers and clients as a Five Star Wealth manager nine times! The Five Star Wealth Manager award* is presented each year to financial advisers who “satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients."

Barry Finn

Barry Finn

Financial Services Representative, Special Care Planner

(609) 557-5108

*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.

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