Pittsburgh-based JKS Financial, a financial services and wealth management firm, announced the opening of an office in Sewickley on Tuesday.
The new office will serve the communities north of Pittsburgh and will offer investment management, comprehensive financial planning, retirement planning and other services. Client appointments will be available soon.
“Our clients are the heart of everything we do, and we’re committed to making their experience with us as seamless and convenient as possible,” Geoff Kasse, JKS Financial wealth management advisor and managing partner, said. “By opening this new Sewickley office, we can be closer to many of the families, individuals, and companies we serve, making it easier to meet face-to-face, build stronger relationships, and continue providing the personalized guidance they’ve come to expect from us.”
The new location is part of JKS Financial’s commitment to the Pittsburgh region.
“With our new office, we look forward to bringing our expertise in asset allocation, wealth building, and retirement distribution strategies to an even broader community,” Dan Jenkins, JKS Financial wealth management advisor and managing partner, said.
Kasse and Jenkins operate JKS Financial as a marketing name for doing business as representatives of Northwestern Mutual, a financial services company offering life insurance, disability income and long-term care insurance, annuities, and brokerage and advisory services.