JFLTotalWealth app for iPhone and iPad
Developer: JFL Total Wealth Management, LLC
First release : 24 Jul 2019
App size: 13.46 Mb
JFL Total Wealth Management and its founder Jerry Lynch CFP have 22 years of experience providing trusted financial planning advice to clients nationwide. Our 360-degree planning approach focuses not just on portfolio management and asset allocation, but also the integration of tax efficiency strategies, insurance and disability needs, estate planning, college funding and social security income.
JFLs mobile app allows clients to access the power of our client portal wherever they go:
• Performance reporting down to the asset
• Holdings summary
• News and market commentary
• Retirement calculator
Investment Advisory services provided through Aurora Private Wealth, Inc., a Registered Investment Advisor. Certain representatives of Aurora Private Wealth are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211.