JBA Financial Advisors

About

JBA is an independent registered investment advisor offering clients a unique approach to comprehensive financial planning

Story

JBA Financial Advisors' Principal, JohnBerzellini has over 20 years of experience providing comprehensive financial planning services to business and individuals in the Timonium and Baltimore area. We can help you achieve all of your financial goals; working with you on taxes, retirement planning, money management and prevent unnecessary money transfers .Our business clients can take advantage of our services in company 401K, corporate care plans, life insurance and executive benefits. We have 16 years of experience in tax code administration with the IRS and we will bring that knowledge to your financial plan. We are an independent financial advisor that provides customized financial planning designed for your individual or business situation. We pride ourselves on our extensive knowledge and expertise. We will sit down and review your financial situation and point out where you may be unknowingly and unnecessarily transferring money to financial institutions. . We believe that every individual and business is a unique entity with unique financial needs. We strive to provide the very best advice and planning strategies possible. We work very hard to maintain our reputation for fair play and technical expertise in the financial planning industry. Our flexible service fees are competitive and we offer ongoing or stand-alone financial services tailored to your specific needs. It is our belief that when you succeed, we succeed. Do not put off securing your future another minute. Visit us at www.jbafinancialadvisors.com today to receive your free financial planning kit.

Mission

To provide our clients with a holistic approach to financial planning which prevents unnecessary transfers of their money to the government and financial institutions.

Products

Financial Consulting, Financial Plans, Money Management Services, and Ongoing Comprehensive Financial Planning Services