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JFL Total Wealth Management

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JFL Total Wealth Management

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Finance & Accounting
Wealth & Investments
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Headquarters

JFL Insurance Services, 8 Willowbrook Drive, , North Caldwell, NJ 07006

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Overview

CPAs: Let Us Manage Your Wealth

For over a decade, JFL Total Wealth Management has provided comprehensive financial planning to CPAs in New Jersey. Led by Jerry Lynch, a Certified Financial Planner, JFL takes a holistic approach to align your investment, estate, and tax strategies. This allows CPAs to maximize wealth for themselves and clients.

JFL is not your typical advisor. They specialize in true wealth management, not just investing. With expertise in retirement, estate planning, insurance, and taxes, JFL can integrate all aspects of your financial life. As an independent fiduciary, they always work ethically in your best interest.

Partner with JFL Total Wealth Management to receive customized guidance on managing your finances and helping clients do the same. Their experience and comprehensive approach provides CPAs with an invaluable ally for navigating complex planning. Discover the difference true wealth management can make.

CPAs: Let Us Manage Your Wealth

For over a decade, JFL Total Wealth Management has provided comprehensive financial planning to CPAs in New Jersey. Led by Jerry Lynch, a Certified Financial Planner, JFL takes a holistic approach to align your investment, estate, and tax strategies. This allows CPAs to maximize wealth for themselves and clients.

JFL is not your typical advisor. They specialize in true wealth management, not just investing. With expertise in retirement, estate planning, insurance, and taxes, JFL can integrate all aspects of your financial life. As an independent fiduciary, they always work ethically in your best interest.

Partner with JFL Total Wealth Management to receive customized guidance on managing your finances and helping clients do the same. Their experience and comprehensive approach provides CPAs with an invaluable ally for navigating complex planning. Discover the difference true wealth management can make.

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Jerome Luftman  

JFL Total Wealth Management

Locations

Location Map

JFL Insurance Services, 8 Willowbrook Drive, , North Caldwell, NJ 07006