John and Jessica came to FSA along with a group of new clients on April 1. While both will be helping in the servicing of new and existing clients, Jessica will also assist the investment management team in their day-to-day trading activities.
They came to us on the heels of a merger that was completed this year, bringing the clients of Dolan Financial Corporation (DFC) to the FSA family on April 1. After a successful career of
nearly 40 years, their long-time advisor was looking to retire. He wanted to find a good home for John, Jessica and the DFC clients – and we are pleased and honored to have them
join us. Please say hello the next time you call in!
On another note, we know this is a very challenging time for many investors. If you have any questions that we can help with, please call us. Also, we are bringing on new clients and welcome the opportunity to explain our story, including the FSA Safety Net®, to any of your family, friends or colleagues – just let us know.
Stay safe and healthy!
Jim Joseph, CFP®
For over three decades, Financial Services Advisory has helped clients manage their money through good times and bad. We customize an individualized approach for every client looking to invest while focusing on protecting what you have worked so hard to create. When working with FSA, you will find our goal in managing investments to help you protect your wealth while growing it wisely.