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JS Financial, Inc.
JS Financial, Inc.: Vertrauenswürdige Treuhandplanung mit persönlicher Note.
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Business
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JS Financial, Inc.: Vertrauenswürdige Treuhandplanung mit persönlicher Note.
JS Financial, Inc. in Lincoln bietet vertrauenswürdige Ruhestandsplanung, Anlagestrategien, Steuerverwaltung und Versicherungsberatung. Als Treuhänder liefern Joel Barjenbruch und sein Team einen zugänglichen, reaktionsschnellen Service, der auf den Erfolg und die Sicherheit der Kunden ausgerichtet ist. Bewertungen heben solide Beratung, individuelle Pläne und einen warmen, gemeinschaftsorientierten Ansatz hervor.
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Personalisierte Portfolioverwaltung, abgestimmt auf Ihr Risikoprofil und Ihre Altersvorsorgeziele.
Umfassende Strategien zur Vorbereitung auf und Sicherung eines komfortablen Ruhestands, einschließlich steueroptimierter Lösungen.
Fachkundige Beratung zur Steuerplanung und -optimierung, um Ihr finanzielles Wachstum und Ihre Ersparnisse zu maximieren.
Maßgeschneiderte Krankenversicherung, Medicare-Zusatzversicherung und weitere Absicherungspläne für kosteneffizienten Schutz.
Kurse und Workshops, die Kunden befähigen, fundierte finanzielle Entscheidungen zu treffen.
Gesamtbewertung
Catherine Wilken
You don't get a steak dinner & sales pitch from JS Financial. You get something much more valuable - the best financial advice & services available. Most importantly, you get trust. Joel & staff care deeply about us as a family. They want us to succeed & feel comfortable. Having seen family members suffer in retirement & old age, I was terrified that too was my future. Today I feel confident because JS Financial is there for us, no matter our questions; no matter how times change. We consider them our financial partners & our beloved friends. How rare is that? Thank you JS Financial. We are blessed to have found you.
Chuck Schroeder
After considerable due diligence, Kathi and I moved our investment advisory relationship to Joel and JS Financial after our move back to Nebraska from Oklahoma City. It has proven to be a very wise decision, both in terms of sound financial advice (investments, tax management, insurance, etc.) and exceptional customer service. The investment plan that Joel established for us has provided both good growth opportunities and, so important for us at this stage of life, protection from major downturns. Also, the health insurance/Medicare supplement plan that Stacy developed has given us excellent, cost effective coverage. In addition, Joel & Stacy are very community minded and look for opportunities to make a difference. We recommend them very highly!
Deb Hood
My husband and I were wanting to find a Financial advisor, and we received an invitation to a course that Joel was offering. We both wanted to meet with Joel again, and have been with him ever since. He is very knowledgeable, capable, and explains information in a way that we know our retirement and investments are in great hands. Joel and his team are always welcoming and ready to help with whatever our needs are. They also go out of their way to show their clients how much they mean to them.
Brad Utoft
We have been working with Joel and his team at JS Financial for over 7 years. We met him through a financial planning course he offered and were very impressed, resulting in us selecting him as our Financial Planner! He did an outstanding job of helping us prepare for retirement with the right balance of investment options based on our risk profile and future goals! He and his team are very accessible and responsive! We have been retired for approximately 5 years and are very happy with his guidance and support! We highly recommend Joel and his team!
Thomas Dobbe
JS Financial has been our financial planners for almost ten years. Our decision to move our planning to them has proven to be a great one! As a fiduciary, Joel Barjenbruch (and his staff) demonstrate in every interaction that their highest priority is their client’s success and satisfaction. We’re very confident now that JS Financial has aligned our investment portfolio to assure us a comfortable retirement and we’re looking forward to it starting in 2026!
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