At JBL Financial Services, our firm deals with many forms of financial planning for our clients in St. Louis, Missouri and in Illinois. Our services include tax planning, retirement planning, investment planning, and more. We pride ourselves on our team of skilled and educated professionals who continue to develop our corporate brand.
Our founder is Jeff Lapidus, a financial specialist. He has certifications that give him the knowledge to create competitive benefit plans that will support his corporate clients and their employees. Jeff is the ideal adviser for retired and senior customers, as he shares his experiences and recommendations about the changing healthcare, social, and financial needs of people as they eventually move into their retirement.