Breaking News
News

Creating the future: Financial planning group welcomes new leadership

By LORENA BENIQUEZ 2 min read
LORENA BENIQUEZ/Sun-Gazette Jake D. Weber, left, and Jarrett Jones, both financial advisers with Moff & Associates, 130 Court St., Suite 205, now lead the financial services firm. Moff & Associates provides investment advice, estate planning, financial strategies and insurance options, to name a few of their services.

Moff & Associates is now helmed by Jake D. Weber and Jarrett Jones, both financial advisers with the firm.

"We took over in October of 2021," said Weber.

In business for almost 30 years, Weber and Jones are now advising Moff clients on how to maximize their financial assets.

"We enjoy helping people so that they are able to retire or achieve their goals," said Jake D. Weber, financial adviser with Moff & Associates in Williamsport.

The financial advisers at Moff provide investment advice, estate planning, financial strategies and insurance options, to name a few of their services.

"We do free consultation and we are fiduciaries, so we are acting in the best interest of our clients. We do better when the client does better" said Weber.

A good portion of the firm's work does include retirement planning. According to Weber, Moff's services can take the mystery out of the process.

"The biggest thing is that you have the assets and are accumulating the assets and allocating them in a proper way," he said.

And retirement planning isn't just for older clients.

"We try to get younger people in here. We have people tell us that they wish they had started investing at 25. It's never too early to start," said Weber.

To request a free consultation or to view videos on financial strategies, visit moffandassociates.com.

Starting at /week.