Our Services
KJH Financial Services provides Fee-Only Financial Planning and Investment Advice while maintaining a fiduciary approach.
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Comprehensive Financial Plan and Investment Management
Tax Strategies and Tax Preparation
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Not sure what a Fee-Only Advisor is or what Fiduciary means. Then feel free to take a look at the Fiduciary Questionnaire to get a better understanding of these terms and what to expect when working with our firm.
KJH Financial Services is a Massachusetts state registered investment adviser located in Needham, MA. KJH Financial Services may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. KJH Financial Services’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of KJH Financial Services’ web site on the Internet should not be construed by any consumer and/or prospective client as KJH Financial Services’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by KJH Financial Services with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of KJH Financial Services, please contact the state securities regulators for those states in which KJH Financial Service maintains a registration filing. A copy of KJH Financial Services’ current written disclosure statement discussing KJH Financial Services’ business operations, services, and fees is available from KJH Financial Services upon written request. KJH Financial Services does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to KJH Financial Services’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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