Since 1994 Jeff Bush and his former founding partner, Barry Waronker had a vision to focus on providing financial strategies designed to help pre-retirees and retirees work toward their goals. In January 2001, they turned that vision into reality when they established Informed Family Financial Services and opened its doors. Over the years, Informed Family has continued to help their clients improve and organize their financial lives into an easy-to-understand format. Their objective is to take all the
pieces of your financial plan and put them in place. Each plan is unique.
In 2016, Steven Jablonski joined the Informed Family Financial team. In addition to being a financial advisor, Steve is the firm's Riskalyze Specialist and has the designation of Certified Financial Planner. In 2021, Steve became a partner of the firm.
Currently, with over 300 clients, their five person team includes two licensed investment advisor representatives, two full-time and one part-time, office staff. Informed Family Financial Services has two offices located in Norristown and Pottstown, PA. In December of 2018, after many years of dedicated service to his clients and team, Barry went on to retire from Informed Family.
Jeff has been featured in an array of news outlets which include, U.S. News & World Report, Yahoo News, The Norristown Patch, and The Reading Eagle. He also has done several articles for Kiplinger, USA Today, CNBC, KYW News Radio, Forbes and Authority Magazine, among others. Jeff is the host of "Financially Speaking with Jeff Bush." The show is broadcasted on the PCTV Network in Pottstown. Steve has been featured in Advisor News, U.S. News & World Report, Forbes, The Norristown Patch and Market Watch, just to name a few.
As advisors, Jeff and Steve enjoy working with people who value financial direction, seek professional advice, and appreciate accurate, helpful information provided in a timely fashion.
In 2019, Informed Family, with the coaching of a consultant firm, developed and branded their very own process, The WellSpring FORMula. The goal of this unique process is to take all the pieces of your financial puzzle and put them in place. Informed Family utilizes a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners. The WellSpring FORMula is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.
- To build long-term client relationships based on mutual respect.
- To communicate financial concepts in clear and plain language.
- To respond and adapt our services to the changing needs of our clients through the years.
- To help provide our clients with a more confident and comfortable retirement.
- To work closely with individuals and families and exceed their expectations.
- To create customized strategies using a wide variety of financial products and services.
- To remain an independent advisory firm so our clients benefit from a vast array of financial products, services and systems.
Contact Informed Family Financial Services by calling 610-630-4495 or by sending an email to firstname.lastname@example.org to evaluate your financial plan.
Securities Licenses & Qualifications:
Jeffrey Bush, Series 6,7,63 and 65. "Registered to sell securities in CA, CO, DE, FL, MA, MD, NC, NJ, PA, SC, VA."
Steve Jablonski, Series 6, 7, 10, 24, 51, 63, and 65 and is , "Registered to sell securities in the states of PA, NY, MA"
Insurance Licenses & Qualifications:
Accident and Health, Annuities and Life. Jeffrey Bush is insurance licensed in PA and NJ. Steve is insurance licensed in PA.