Greater North Shore Estate & Financial Planning Council

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Joseph Smith

JAS Financial Services, LLC

Member profile details

Membership level

Season Pass Membership

Honorific

First name

Joseph

Middle Initial

Last name

Smith

Title

CPA/PFS, JD,AEP, ®

Company Name

JAS Financial Services, LLC

Website

https://jasfinancialllc.com

Office Address

790 West Frontage Road

Office Address (2)

603

City

Northfield

State

Zip Code

60093

joe@jasfinancialllc.com

Phone

847-328-8011

Cell Phone

513-260-2936

Fax

847-780-7920

Profile Photo

Bio

IRS Field Agent, Tax Department for National Accounting Firms and Owner of Full Service CPA Firm before moving to Chicago Area and limiting services to Planning, Investment Management and Advisory Services applying Fiduciary Principles.

Other Description

Fiduciary Fee Only Financial Planning, Investment Management & Advisory Services

Profession

Estate/Financial Planner

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