BBB Accredited Business Profile

JBL Financial Services

JBL Financial Services

(314) 863-0008

JBL Financial Services

35 years in business
7710 Carondelet Ave Ste 333
Saint Louis, MO 63105-3319
Fax Numbers
  • (314) 863-0009
Additional Email Addresses
  • erin@jblfinancial.com
  • jeff@jblfinancial.com
BBB File Opened: 10/01/2002
Business Started: 01/01/1983
Business Started Locally: 01/01/1983
Business Incorporated: 12/26/2001 in MO
Type of Entity
Corporation
Business Management
  • Mr. Jeffrey Lapidus, President
Business Category
  • Financial Planning Consultants
  • Health Insurance
  • Medicare Supplement
  • Life Insurance
  • Long Term Care Insurance
  • Senior Insurance
  • Retirement Planning Services
  • Investment Management
  • Disability Lawyers
  • Social Security Services

Service Area
Missouri and Illinois
Alternate Business Names
  • J B L Financial Services Inc
BBB accredited business

A+

Overview

At JBL Financial Services, we consider ourselves Retirement Coaches because not only do we provide a wide array of investment options to individuals pursuing retirement, but we also educate and counsel them along every step of their financial game plan. Just as a football coach wouldn’t implement new plays and expect the team to execute them without guidance, we don’t list investments and hope our clients succeed on their own.

Everyone should have the opportunity to develop a game plan that provides them financial independence in retirement, which is why we do not require an investable asset minimum. Knowing that our clients care more about their loved ones than their investments, we help them make crucial decisions and coach them when it matters most. We want our clients to rely on us to oversee their financial matters so they can focus on their passions.

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BBB Reason for Ratings

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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
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JBL Financial Services

JBL Financial Services

BBB ACCREDITATION SINCE 10/01/2002

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