JSA Financial Group

Welcome to JSA Financial Group online!
We are an independent financial firm that has been helping people throughout the Hudson Valley and those beyond establish & maintain their long-term financial goals since 2005.

It is important to review your financial position through all stages of your life.We can help create a strategy that covers all areas of wealth management including:

Retirement Planning
(Personal and Business &
Qualified and Non-Qualified Plans)
Protection Planning
(Including Life and LTC Insurance)
Tax Planning
Estate Planning
Education Planning
Asset Allocation
Investment Planning

We also offer our clients the option to utilize socially responsible investments. The criteria for such investments could include a range of considerations such as corporate governance and ethics, the workplace, the environment, product safety and impact, international operations and human rights, indigenous peoples' rights, and community relations.We also offer our clients the option to utilize socially responsible investments. The criteria for such investments could include a range of considerations such as corporate governance and ethics, the workplace, the environment, product safety and impact, international operations and human rights, indigenous peoples' rights, and community relations.

If you're a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).

If you're not currently acquainted with our firm, we've established this Web site as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you.