To us, you’re not just a client. You’re family. We take the time to understand your values, goals, and vision for the future and then build a proactive gameplan to match, so you can spend, live and give without regret.
Your goals become our goals. Your success becomes our mission.
Josh Jalinski is a distinguished financial advisor with over 20 years of experience and recognized as one of Forbes Top Financial Security Professionals 2023, Forbes Best-in-State Financial Security Professionals 2024, and Forbes Best-In-State Wealth Advisors 2025 and 2026. He was named a Five Star Wealth Manager in 2025 and a finalist for Advisor of the Year by Senior Market Advisor (2010).*
Josh hosts the Financial Quarterback® Show on WOR 710 AM and Podcast on Spotify and Apple Podcasts, where he discusses investment, tax, and retirement topics. He has appeared as a guest on CNBC, Fox Business, CBS News, and Bloomberg.* He wrote the Amazon bestseller “Retirement Reality Check,” where he educates clients on lowering risk, minimizing taxes, and maximizing wealth.
Alongside his team of experienced professionals, Josh works with clients to address income, investments, taxes, health care, housing wealth and legacy planning – so they can pursue legendary moments and spend, live, and give with all heart and no regrets.
Forbes Top Financial Security Professionals 2023, Forbes.com (Awarded July 2023). Data by SHOOK Research LLC – period from 12/31/21 – 12/31/22. • Best-in-State Financial Security Professionals 2024. Forbes.com (Awarded July 2024). Data by SHOOK Research LLC – period from 12/31/22 – 12/31/23. • Best-In-State Wealth Advisors 2025, Forbes.com (Awarded Apr 2025) Data by SHOOK Research LLC – period from 6/30/23 – 6/30/24. • Five Star Wealth Manager, award issued on 2/1/25 by Five Star Professional for the research period 12/10/24 – 10/31/24. Forbes.com (Awarded Apr 2026) Data by SHOOK Research LLC – period from 6/30/24 – 6/30/25
* Josh received no compensation for these appearances or awards.
As our director of first impressions, Marilyn set the tone of the firm to treat clients like members of the family. She was always the first one to welcome you to the Jalinski family from the first time you walked in the office. In addition to answering incoming calls, directing the calls to team members and greeting clients, she assisted in scheduling and greeting clients. Prior to joining JAG, Marilyn was an office administrator for over 30 years of customer service experience. She also spent 17 years with America’s Keswick, a powerful non-profit ministry dedicated to helping those struggling with addiction. Marilyn’s greatest strength was her ability to make our clients feel welcomed and cared for.
Her care and love for her family, and including each client in that care, is a standard that we all strive to follow.
Bill was the special assistant to the president. He oversaw
our document system and copying services. Without him, Josh wouldn’t have been
able to start this business. Prior to joining JAG, he spent 30 plus years in
the financial services industry with Sovereign Bank and Jersey Shore Savings
and Loan. His experience in Community Banking led Josh to create an “old-school
financial firm” built on relationships and trust. Josh is so proud of his dad’s
heritage of faith in God and family. As Josh puts it, “Dad has always been
there for me. When I started the firm on my own when I was twenty-three, Dad
was there cheering me on. I couldn’t have done it without him.” Bill’s greatest
strengths were his attention to details and his work ethic. Bill was married
for fifty-one years to Marilyn and they had 4 children and 9 grandchildren. In
his free time, he enjoyed sporting events, reading about history, and walking
his dog Tegan.
His work ethic and support helped Josh establish this
firm, and his faith and family values contributed to the way we operate to this
day.
Contact Jalinski Advisory Group to find out how to get off the sidelines of your own life today!
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