A truly independent brokerage firm, Jason M. Orsky Wealth Management offers traditional brokerage products as well as life insurance, annuity products, and alternative investments. We are not captive to any specific agencies or proprietary products. Because every situation is different, we are able to offer customized solutions for our clients.
We take pride in helping clients identify their financial goals and tailoring a personalized investment strategy that is both easy to understand and specific to their individual needs. We are dedicated to our clients, determined to do what is right, and driven for your success.
Contact us today for a consultation.
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Newsletters
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Should You Pay Off Student Loans Early or Save More for Retirement?
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
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HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
As a consumer, have you noticed shortages? Here are some of the reasons behind supply-chain problems and how they might impact the economy.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.