Jaras Financial Services

At Jaras Financial Services, Inc., we understand that the road to financial success can be complex and filled with twists and turns. That's why we're committed to helping individuals, families, and businesses navigate the journey to achieving their financial goals. Led by Marty Jaras, our experienced and accredited team of professionals has been providing personalized financial guidance and investment advice for over 30 years.

Our Story

Since our inception in 1992, Jaras Financial Services, Inc. has been dedicated to helping our clients achieve financial freedom. As a Registered Investment Advisor, we're committed to providing unbiased and expert advice to our clients. Our founder, Marty Jaras, is an accredited investment fiduciary (AIF) and a certified public accountant (inactive), with a deep understanding of the financial industry. With his specialized training and extensive experience, Marty is uniquely qualified to provide personalized guidance and investment strategies tailored to meet the specific needs of our clients.

Our Services

At Jaras Financial Services, Inc., we offer a range of financial services designed to help our clients achieve their financial objectives. Our services include:

• Investment Strategies: We help investors develop sound investment strategies and provide guidance on avoiding common pitfalls that can prevent achieving their goals.
• Retirement Plans: We specialize in designing creative retirement plans for privately held businesses, including defined benefit pension, cash balance pension, 401(k), profit sharing, and simplified employee pension plans.
• Family Wealth Preservation: We provide expert guidance on preserving family wealth through strategic financial planning and investment strategies.
• Business Transition: We help business owners transition their businesses to the next generation or sell their businesses, while minimizing taxes and maximizing returns.
• Other Areas of Interest: We also provide guidance on other areas of interest, including estate planning, tax planning, and philanthropy.

Our Commitment

At Jaras Financial Services, Inc., we're committed to providing exceptional service and personalized attention to each of our clients. We believe in building long-term relationships and helping our clients achieve financial freedom through sound financial planning and investment advice.