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8922 East Market Street
Warren, OH 44484
(330) 984-0390

LPL Service Center 800-877-7210 x6835

Jervis Financial Group

 

Team

Nicole Jervis

CEO | Senior Wealth Advisor

(330) 984-0390

(234) 334-2870

Nicole D. Jervis, CRC Partner | Wealth Advisor Nicole Jervis is a wealth advisor affiliated with Stratos Wealth Partners in Warren, Ohio. Stratos Wealth Partners is a partner run organization that specializes in the practice and...

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Paula Pollander is the Senior Operations Manager, for The Jervis Financial Group. Coming from a diverse, professional background, Paula is responsible for managing the new client onboarding process, and the overall customer service...

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At Jervis Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.