My PERSONAL STORY
Listen to Josh share some of his personal story in his own words
What motivates me is the opportunity to help people put together a financial game plan to maximize wealth, reduce risk and protect their lifestyle in retirement. It’s not about “putting points on the scoreboard in the middle of the game,” but about a coordinated outlook aimed at solid, long-term goals. With that in mind, I formed Jalinski Advisory Group, Inc. in 2005 based on the unique Financial Quarterback® approach. I am proud that I can educate people about wealth management through my Financial Quarterback radio show. Also, I’m honored that our success has been recognized—becoming honored as one of the top five finalists for the Retirement Advisor Magazine (formerly Senior Market Advisor Magazine) Advisor of the Year Award in August 2010.
Josh Jalinski is the founder, CEO, Chief Investment Officer, and portfolio manager at Jalinski Advisory Group; he manages tactical financial investment portfolios. Josh is the host of a popular weekend radio show on 710 AM WOR where he discusses investment strategies and various other crucial economic topics. He has been featured on numerous media sources including CNBC, Fox Business News, CBS News, and Bloomberg.
Why “The Financial Quarterback®”
Most of us have similar goals for our financial future—build wealth and protect it from eroding factors such as market fluctuations, taxes, inflation, fees and undue risk. What most people don’t have is a unified, systematic approach to pull together all the opinions, alternatives and decisions that affect their financial lives. They need a Financial Quarterback to create a long-term game plan to reach their goals—and to take a coordinated approach to helping them make smart decisions about investing, insurance, tax and estate planning, and risk management.
Experience
Josh has been named a Five Star Wealth Manager in 2012-2019, and 2021and is the host of the popular Financial Quarterback Radio Show heard every Saturday WOR NY 710 9am to 11am, and also on Sunday 9a to 10am. He strives to be at the forefront of rapidly changing market trends and consumer needs.
Expert in Field
The team at Jalinski Advisory Group has the knowledge required to be a macro manager for clients. From helping to minimizing taxes to reducing the eroding factors of money, we believe we can help all of our clients organize their “financial junk drawer” and better meet their long-term financial needs.
Team Player
We provide holistic services so that we can guide you through every step of your financial game plan. In order to help keep you on track, we’re always willing to connect with other professionals on your team from your accountant to your estate planner.
Support
Jalinski Advisory Group is committed to being your financial quarterback throughout all of your financial milestones, as well as to maintaining ethical alignment. We always use third party custodians to safely and securely hold your money.
Awards
Our Awards and Achievements
Million Dollar Round Table – Top of the Table MDRT
[Insurance Industry Award]
Better Business Bureau A+ Rated
5 Star Wealth Manager
Senior Market Advisor of The Year 2010
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