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      Details

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

      General Info

      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!

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 410-324-3135

      Address:
      30 E Padonia Rd Ste 301 Lutherville Timonium, MD 21093
      Email:

      Link:

      http://www.jbafinancialadvisors.com

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      Categories
      Investments, Financial Planners, Financial Planning Consultants, Financial Services, Financing Services, Insurance, Investment Advisory Service, Life Insurance
      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 Options
      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
      Data provided by one or more of the following: Thryv, Data Axle, Yext.