JJSA Advisors provides exceptional financial planning services and builds lasting client relationships by offering solutions, ongoing support and peace of mind along the journey.
We help uncover solutions by listening and gaining understanding on what you truly want to accomplish, then take those dreams, establish written goals, and put a plan in motion, measuring the progress along the way.
Your financial well-being requires time, the right choices and ongoing management. JJSA will help you clarify and understand where you are and where you want to be.
JJSA embodies a team of professionals who are passionate and committed in helping clients crystallize their goals and create a plan for achieving them.
Doreen Roadman is president and principal owner of JJSA Advisors where she oversees operations and staff activities of the firm. ...
Kelly is a Certified Financial Planner professional and works closely with Doreen in creating financial plans for our clients, and also serves as...
Pam has been a valued team member of JJSA Advisors since 2008. Her genuine caring nature and deep compassion is evident to everyone she comes in...
Angel was born in Bloomfield, New Jersey and raised in Virginia Beach. Angel earned an Associate’s Degree in Business Management from...
David migrated to the Virginia Beach area in 2014 and is originally from Columbia, SC. He began his career with JJSA Advisors in February 2020,...
Sydney is originally from Chicago, IL and moved to Virginia in 2015. We welcomed her to our firm in August 2021 as our Front Desk Receptionist/...
In a few short years, it seems as though the banking industry has revolutionized. It is now easier (and more convenient than ever) to tend to your banking needs, all from the comforts of your pyjamas. Gone are the notions of banking hours, and the never ending lineups when you want to deposit your paycheck.
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.
Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.
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