Company profile
Jervis Financial Group company profile
Jervis Financial Group specializes in providing personalized financial planning services. The firm focuses on understanding clients' unique situations, goals, and risk tolerance to build long-term relationships. By employing a team approach, Jervis Financial Group aims to offer effective financial strategies. Services include wealth management and financial advisory, facilitated by a collaboration with Stratos Wealth Partners. The team, led by wealth advisor Nicole Jervis and Practice Manager Michelle Laverty, is dedicated to guiding clients towards achieving their financial objectives.
Business identity
- Contact email
- [email protected]
- Phone number
- +1 330 984 0390
- Operating status
- Active
- Company type
- For Profit
- Employee range
- 11-50 employees
- Revenue range
- $0-$1M
Headquarters
- Headquarters
- Lake Ronkonkoma, New York, United States
- Postal code
- 44484
- Country code
- US
- Continent
- North America