In this constantly shifting economy, individuals and institutional investors are increasingly in need of custom-tailored financial plans to help them meet their specific goals and requirements. JSK Capital is committed to developing solutions that are on target with your needs, making both financially sound and responsible decisions
Presently we are a (1) person firm established by Daniel F. Friel,CFA.
Our practice is adding new clients now on a more continual basis, both at the individual level and the 401(K) plan level. I am very pleased with the development of this aspect of our practice.
In my 30 plus years providing tax services to my clients, I have observed first hand both the best and the worst practices in client asset management. Having observed and adopted best practices, and the training I received in obtaining my CFA Charter, I am confident I can provide a valauable Asset Management service to my clients .
JSK-Capital and its affiliate Dan Friel CPA, PC conduct all business in compliance with Massachusetts 201 CMR 17.00: STANDARDS FOR THE PROTECTION OF PERSONAL INFORMATION OF RESIDENTS OF THE COMMONWEALTH.
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