Founded in 1989 by Samuel Jaffe, Jaffe Financial Services is an independent financial firm dedicated to helping clients build, manage, and preserve their wealth. The company provides a comprehensive suite of services including financial planning, investment management, retirement planning, estate planning, and insurance solutions. They emphasize a personalized approach, working closely with clients to understand their unique financial goals and craft tailored strategies. For regulatory purposes, its advisors offer securities through Kestra Investment Services, LLC and investment advisory services through Kestra Advisory Services, LLC.

Founded in

United States