Our goal at Jemma Financial is to help you become a better saver and investor.
At Jemma Financial, we believe women of all ages and financial ability should feel empowered to make smart decisions regarding their money. Whether you’re just starting out, balancing a career, managing a household, or taking care of aging parents – we’re here to help.
Our team of experienced Financial Advisors work with you to develop an action plan around your short and long-term financial goals. We can help you develop a budget and savings plan, save for a downpayment on a home, fund a child’s education, invest for retirement, or manage your existing investments.
Importantly, there is no minimum account size needed to become a Jemma client.
Whatever your needs, we believe Jemma Financial can help you implement an investment plan that works for you now and, more importantly, has the flexibility to grow and evolve as your life changes.
Meet Our President
Bonnie B. SteinPresident & CEO
Ms. Stein is President and CEO of Jemma Financial Services and has over 30 years of experience within all areas of the banking and investment management industry.
