Jsg Tax & Asset Management LLC

Jsg Tax & Asset Management LLC Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.

Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Tax management
Investment management
Retirement strategies
Estate conservation


Securities and investment advisory services offered through Osaic Wealth, Inc.

10/05/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
10/02/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for...
10/01/2026

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for retirement or managing your estate, annuities can offer valuable support in securing your financial future. Ready to explore your options? We're here to help you get started.

09/30/2026

\$100 not spent is more like \$143. Intrigued?

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
09/28/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

A special needs trust can help care for a special needs child, even after you’re gone.
09/25/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Putting off life insurance? Check out this article to see how it pays to plan ahead.https://s3.amazonaws.com/static.cont...
09/24/2026

Putting off life insurance? Check out this article to see how it pays to plan ahead.
https://s3.amazonaws.com/static.contentres.com/media/documents/947e302b-145e-4079-ba9c-4c34c5c08b77.pdf

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
09/23/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Life insurance used to be tedious. But today, applying can be fast, easy, and with no paperwork or medical exams! Messag...
09/22/2026

Life insurance used to be tedious. But today, applying can be fast, easy, and with no paperwork or medical exams! Message me to take your first step towards coverage.

Working in Retirement: New trend or same old story?
09/21/2026

Working in Retirement: New trend or same old story?

Address

1000 Bridgeport Avenue Suite 305
Shelton, CT
06484

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+12035132890

Website

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