Jsg Tax & Asset Management LLC

Jsg Tax & Asset Management LLC Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.

Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision

and objectives. We can help you execute a sound financial program utilizing the following products and services:
Tax management
Investment management
Retirement strategies
Estate conservation


Securities and investment advisory services offered through Osaic Wealth, Inc.

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
09/04/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

Protecting your future is easy. Rethink life insurance today. Contact me to find out more.
09/03/2026

Protecting your future is easy. Rethink life insurance today. Contact me to find out more.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
09/02/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Here are eight mistakes to avoid when.
08/31/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
08/28/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ...
08/27/2026

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

Take the time to think about these three things when shopping for your next vehicle.
08/26/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
08/24/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Learn the ins and outs of 529 plans before you or your student heads to college.
08/21/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't ...
08/20/2026

💡 Your legacy: a beacon of light in a changing world! 💡 During this special month, let's remember that our legacy isn't just about our achievements—it's about the values we hold dear and the positive change we create. Share your wisdom, uplift others, and be the guiding light that illuminates the path for future generations. ✨

Address

1000 Bridgeport Avenue Suite 305
Shelton, CT
06484

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+12035132890

Website

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