Page Jenkins Financial Service

Page Jenkins Financial Services, Inc. is a boutique firm that offers a range of services including tax planning, investment supervision, and business management. With over 20 years of experience, our team is dedicated to providing personalized services to our clients. We pride ourselves on our expertise in tax law and our ability to coordinate with other professionals to ensure our clients' financial needs are met.

Our tax planning services include preparing tax returns for individuals, businesses, and families, as well as advising on structuring transactions to minimize tax costs. We also offer estate planning services through our association with Page Jenkins, C.P.A. With a background in tax planning at a "Big 8" firm, our expertise is unmatched in the industry.

In addition to tax planning, we oversee investment programs, ensuring that our clients' investment objectives are met. We do not select specific stocks but rather supervise the performance of investment managers. Our unique approach to investment supervision involves asset allocation, helping clients maintain a realistic and safe allocation to meet their short and long-term objectives.

As business managers, we act as the conductor of an orchestra, coordinating the activities of other professionals such as attorneys, bankers, stockbrokers, insurance professionals, managers, and agents. Our goal is to create and oversee a comprehensive financial plan, ensuring that all necessary functions are carried out accurately and efficiently.

What sets us apart from other firms is our commitment to our employees and our clients. With an average employee tenure of over 20 years, we have built a team that is dedicated to providing exceptional service. Our clients appreciate our personalized approach and the stability that comes with working with a long-established firm.

Why Choose PJFS?

At PJFS, we are not available to be purchased, and we are not looking to expand our client base through mergers or acquisitions. This means we can focus on building long-term relationships with our clients without the pressure of external influences. Our unique approach and commitment to excellence make us an ideal choice for those seeking comprehensive financial services.