History
BBJS Financial Advisors, LLC started when Bancroft, Buckley, Johnston & Serres LLP (a CPA firm) recognized the need to further specialize its services by forming a separate company to help high net worth families manage their financial lives. This move has helped both businesses and our clients manage the various components of their financial lives, such as investments and taxes, which often intersect.
Specialties
Financial planning, Wealth management, Investment management, Retirement planning, Asset management, Tax planning, Estate planning, Diversification Analysis, Risk tolerance analysis, Hedging strategies, Tax compliance, Net Worth calculation, Needs Analysis, Education planning, Insurance planning