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Client Profile
Our Services

Founder

DISCLOSURESPRIVACY POLICY

JHB Financial Associates was founded in 1980, by John H. Berry, to provide business, retirement, investment management & legacy planning services.  For over twenty-five years we have specialized in designing advanced, creative strategies for our clients to help minimize taxes, accumulate wealth for retirement, provide educational funding and for the fulfillment of our client's legacy.

Every strategy must be tailored to each client's unique needs and based upon a thorough understanding of our client and their goals. Financial well-being, like your personal well-being, takes time and attention. Both are worth the effort.

Our goal is to provide an unparalleled level of commitment, service and trust.


Securities offered through Mutual Service Corporation
CA. License #0605476
Mutual Service Corporation & LPL Financial are affiliated companies — Members, FINRA/SIPC
JHB Financial Associates is not affiliated with Mutual Service Corporation or LPL Financial
FINRA | SIPC

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