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Jumet Financial

Jan Jumet's primary goal in founding Jumet Financial was to provide ethical and valuable financial services to those overlooked and tainted by the industry.

His goal was, and continues to be, to serve the specific needs of his clients by providing only the services they need, and therefore not “sell” unnecessary strategies and products.

The Jumet Financial Team has over one hundred years of combined experience on all sides of the investment industry, including planning, investment management, operations, and regulatory compliance. The Team prides themselves on their educational depth and business experience, and will bring a wealth of investment industry experience and broad professional expertise to their clients’ needs.

While your Team at Jumet Financial is a collaboration of numbers people who are focused on planning and investments, you’ll quickly find that the primary focus of what we do is to work for you and serve your personal financial needs.

The decisions we make will be based on your goals and what you want to accomplish.

Our work for you is not based on the number of products we sell nor the amount of trades we make, as we are independent and free to choose services that fit you and your unique goals and plans.

Our Philosophy — we believe that financial planning success must include a well planned, diversified, and broadly allocated investment strategy that takes into consideration our client’s life events and goals. We are founded on the principle of offering our clients an independent personal touch without obligations to investment product manufacturers.

Our Mission — we are committed to providing our clients with well-informed, valuable advice, and to creating a disciplined framework within which financial decisions are made, implemented, and managed from generation to generation.

Our Success — our success is measured by each of our client’s success.

We have clients throughout the United States and offices in Arizona, Ohio, and Pennsylvania. We are always within reach in person, by phone, or by video call. We aim to plan with you on a regular basis, and not only once a year.

 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.