Our Mission | Strategize Together, Achieve Success

At Bavlish Financial Strategies Group of Wells Fargo Advisors, we are here to empower you to achieve your financial goals. We strive to be more than just your financial advisor, serving as your coach and part of your team as you navigate the complex world of finance. Our goal is to provide expert guidance and support, helping you make informed decisions and take actionable steps towards your financial success.

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Forbes Best-In-State Wealth Advisors

In the 2024 Forbes Best-In-State Wealth Advisors, Jay was ranked #66 in Pennsylvania. 
Forbes Ranking
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data Compiled by SHOOK Research LLC based on the time period from 6/30/22-6/30/23 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Bavlish Financial Strategies Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IN, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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