Expansion aims to meet growing client demand in the North Hills of Pittsburgh
JKS Financial, a leading financial services and wealth management firm, announces the opening of its new office location in Sewickley, PA. This expansion reflects JKS Financial’s continued growth and its commitment to delivering personalized, high-quality financial planning and wealth management services to clients across the Pittsburgh region. The new office, located at 2591 Wexford Bayne Rd, Suite 402, will provide a convenient location for clients in communities north of the city of Pittsburgh.
“Our clients are the heart of everything we do, and we’re committed to making their experience with us as seamless and convenient as possible,” said Geoff Kasse, wealth management advisor and managing partner at JKS Financial. “By opening this new Sewickley office, we can be closer to many of the families, individuals, and companies we serve, making it easier to meet face-to-face, build stronger relationships, and continue providing the personalized guidance they’ve come to expect from us.”
JKS Financial’s Sewickley location will offer a full range of services, including comprehensive financial planning, investment management, and retirement planning. The team will continue to provide the personalized long-term financial planning, and guidance that have made JKS Financial a trusted partner to clients for decades.
“In today’s dynamic financial landscape, from equities to fixed-income investments, we craft strategies that balance growth potential and risk tolerance,” said Dan Jenkins, wealth management advisor and managing partner at JKS Financial. “With our new office, we look forward to bringing our expertise in asset allocation, wealth building, and retirement distribution strategies to an even broader community.”
The new office will officially open on September 2, with client appointments available shortly thereafter. To see what JKS Financial can do for you, visit JKS-Financial.NM.com.
Discover the latest trends and insights—explore the Business Insights Journal for up-to-date strategies and industry breakthroughs!
