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JRF Asset Advisors

JRF Asset Advisors, LLC is an independent, full-service, financial advisory firm providing customized services to our clients since 1986.

Jay H. Freeberg, CPA, CFP is the managing member of JRF Asset Advisors, LLC. Mr. Freeberg has been recognized by both Reuter's and Medical Economics as a top advisor. He has been quoted in many articles on financial planning, including CFA magazine, Private Wealth and Forbes.com.

At JRF, we are knowledgeable about all the financial planning disciplines, including investment, retirement, estate, insurance and business succession planning, as well as college planning and tax planning.  We strive to maintain an aerial view and continually redirect clients' eyes toward the big picture.  We manage expectations, monitor clients' changing needs and risk tolerance, and most important, build trust, by understanding and caring about what matters to clients.

In June 2006, the firm was designated as one of the 33 “approved” financial advisors in New York, on www.bestofus.com which serves as a national online referral list for consumers.

JRF Asset Advisors, LLC provides a full range of asset advisory services for corporate and individual entities, including complete investment planning services for your retirement and non-retirement assets.

These include:

  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Insurance Planning

For more information about JRF Asset Advisors, click here.