We talk a lot about family here at JNBA. We’re a family business, but we’re also deeply invested in our clients’ families and how financial decisions today can build a legacy of goodwill for generations to come. It’s a side of financial services that isn’t in the spotlight often. That’s why we’re excited to be featured as C-Level Magazine’s Business of the Month, with an article that embraces this outlook: “Doing Well While Doing Good.”
It was a pleasure to share our history and vision with the reporter, Haley Freeman, and she beautifully captured JNBA’s commitment to clients. As she writes, “In this family company that aspires to a higher standard of financial planning and asset management, it’s not just about the numbers – it’s about how they make people feel.” We couldn’t agree more.
The article covers a lot of ground, from our founding to our team model to newer services such as our Family Office offering. If you’d like to get a feel for what JNBA Financial Advisors is all about, we encourage you to read this article. Then, give us a call or drop us a line if you’d like to share more about the hopes and dreams for your family’s legacy.
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, Inc.
Please see important disclosures information at www.jnba.com/disclosure