Jda Financial Service LLC is a reputable financial planning firm located in Williston, VT. With a dedicated team of professionals, they offer a holistic approach to financial planning, incorporating clients' values, fears, and dreams into their personalized strategies. Their services include investment management, sustainable investing, financial planning, risk management insurance, education planning, and estate tax planning, all aimed at helping clients achieve their financial goals with confidence.
Driven by their commitment to making a positive impact, Jda Financial Service LLC also offers socially responsible investing options, focusing on companies through an environmental, social, and governance (ESG) lens. Additionally, they actively contribute to their community, dedicating their time and resources to support causes that are important to their clients and the local community. With a focus on creating, protecting, and preserving legacies for generations to come, Jda Financial Service LLC is a trusted partner in helping individuals make the most of their wealth and time.
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