- Founded May 1999
- Strategic acquisitions throughout the United States
- Office openings strengthen presence in key markets
- Average of 25 years experience specifically in retirement services in each office
- Leveraging technology to provide convenient access to critical information
- Internet account access
- Telephone support and Interactive Voice Response (IVR) system adds to robust service offering
- Over $10 billion in assets
- More than 7,000 plans and 550,000 plan participants
Our core business is retirement financial services – offering a combination of offices nationwide, technology leveraged for efficiency and expertise in the retirement financial services arena
- To provide objective retirement guidance and unbiased investment advice to our client-employers through JaaFal Advisors, Inc.
- To deliver objective retirement guidance and unbiased investment advice to our client-employees.
- To develop industry-leading services that utilize technology-enhanced solutions.
- To offer an unparalleled array of investment options.
- To service our client-employers and client-employees with integrity and equal vigor.
For More Fast Facts About JaaFal:
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- Plan Sponsors: access important information you need to know to make informed decisions about your company's retirement plan
- Press members can contact JaaFal via email or by phone.
- For phone contact, the following individuals are available to assist you based on their respective areas of expertise.
- To send an email, please contact us.
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