Your choice for Financial Services
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Welcome to J&H Financial Services, Inc. We are a full service financial services company. We pride ourselves on delivering a positive interactive experience for all clients and potential clients. We have the ability to work on the financial concerns of individuals and small business owners alike. Common services provided include saving for retirement, income distribution in retirement, wealth transfer and education planning. Additional common services include evaluating investments that have the potential to pay more or reduce taxes. We encourage you to explore our site and learn more about the services we provide. Securities and financial services are offered through LPL Financial, which is one of the nation’s leading financial services companies and the largest independent broker dealer (As reported by Financial Planning magazine, June 1996-2018, based on total revenue). Should you have any questions or would like more information on our firm, please feel free to email us or call (718) 484-1219. We look forward to hearing from you.
What is the best way to plan today? It all starts with a conversation. After determining your objective, it’s time for a road map and product selection. With so many products to choose from, let us help you determine if stocks, bonds, managed accounts, exchange traded funds, insurance based offerings or other alternatives are the appropriate products to help you address your goal and manage your risk level. Finally, after implementing a plan to work towards a goal, we will continuously monitor your situation, track plan progress and suggest changes if need be.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."