JVA Investments

Jonathan Varelas has over 15 years of experience in financial consulting, strategic planning, sales training, and tactical planning for Fortune 500 and Fortune 100 companies. He also has a strong background in wealth management. I am a seasoned consultant to help your company grow, improve your profit margins, expand your market share and increase your profits.

JVA Investments, a wealth creation company, has been recognized as one of the top company's to work with in Bergen County New Jersey.

The clients we service are upscale, affluent families and individuals, corporate executives, and successful business owners who value the disciplined approach we bring to each relationship. We believe when working with a Financial expert its a process, not a one time event.

We believe that a successful wealth management strategy looks at all aspects of your financial life. By serving as your essential partner, we strive to understand your personal situation, your needs and what you want to accomplish throughout every stage of your life.

Specialties:

Our Specialties include: providing ongoing advice and guidance to clients in retirement planning, investment management, estate planning. wealth transfer, home financing(mortgages), small business retirement plans, education planning, 403b plans for education professionals, life insurance & long term care and banking solutions.