Elana Vasi

Senior Manager/Vice President at JDJ Family Office Services - Boston, MA, US

Elana Vasi's Contact Details
HQ
617-765-2100
Location
Boston, Massachusetts, United States
Company
JDJ Family Office Services
Elana Vasi's Company Details
JDJ Family Office Services logo, JDJ Family Office Services contact details

JDJ Family Office Services

Boston, MA, US • 50 - 99 Employees
Financial Services

Welcome to a life less complicated.Since its founding in 2001, JDJ has simplified the lives of our clients by managing their personal financial and administrative matters. All of JDJ's services are available à la carte and are customized to meet the needs of each client relationship. Our services are performed with professionalism, expertise, and integrity by a dedicated client team with an understanding of each client's unique financial needs.Central to our success is our innovative approach, which incorporates wealth preservation and creation, generational planning, asset protection, tax and advisory, and lifestyle services into a unified long-term strategy. We utilize a holistic approach in which we apply an inclusive, hands-on and customized methodology to our client relationships. We are the advisor charged with aggregating information from all other advisors, building collaboration between advisors, and maintaining a complete picture of a client's financial well-being.We take pride in our accessibility, independence, and flexibility. JDJ does not manage assets, sell products, or receive commissions. Rather, we are an independent advocate and objective resource for our clients.For more information, please visit www.jdjfos.com

Personal Accounting and Net Worth Reporting Investment and Balance Sheet Administration Bill Paying and Expense Reporting Trust and Estate Administration Budgeting and Cash Flow Planning Lifestyle Management Tax Planning and Coordination Financial Services Financial Advisory Services
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Frequently Asked Questions about Elana Vasi
Elana Vasi currently works for JDJ Family Office Services.
Elana Vasi's role at JDJ Family Office Services is Senior Manager/Vice President.
Elana Vasi's email address is ***@jdjfos.com. To view Elana Vasi's full email address, please signup to ConnectPlex.
Elana Vasi works in the Financial Services industry.
Elana Vasi's colleagues at JDJ Family Office Services are Elizabeth Dever-Allston, Ashley Mastrostefano, Mallory Garneau, Olivia Hammick, Jason Heman, Kraig Moore, Soumiya Kartah and others.
Elana Vasi's phone number is 617-765-2100
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