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Your Reliable Financial Planning Partner in Yonkers, NY, New York, and New Jersey
Our Firm
Our Primary Purpose
JW-Llens Financial is a small, family-run business that focuses on financial education and knowledge. We look through your lens together through a series of steps to design customer plans to answer the question “ What keeps you up at night?” To help you navigate through your retirement years with ease, knowing that we have supported the four wheels needed to enjoy your retirement years smoothly without interruption.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
Knowledge is power.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we’ll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.
Our Team
About Us
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Jermaine Wilson
914.258.3712
jermaine@jw-llens.com
Jermaine has spent the past 16 years helping individuals and families protect, grow, and preserve their hard-earned and accumulated assets. By taking a comprehensive look through each client’s unique financial lens, she helps uncover opportunities to reduce unnecessary losses, maximize existing resources, and create strategies designed to support their financial goals—from pre-retirement through retirement.
Licensed to conduct business in multiple states, Jermaine brings a personalized, education-first approach to every client relationship. She holds a dual Bachelor of Science degree in Mathematics and Chemistry from CUNY–Brooklyn College, with a concentration in Finance. She is also a member of the National Association of Certified Financial Fiduciaries (NACFF), CFF®, an organization dedicated to putting clients’ best interests first. Additionally, as a National Social Security Advisor, she specializes in helping clients better understand the complexities of Social Security and how it can fit into their overall retirement strategy.
When she’s not building customized financial strategies for her clients, Jermaine enjoys giving back through community service alongside her family and spending quality time baking with her four daughters.
Our Mission
Our mission is to look through your financial lens together in order to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “outside the box,” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
How We Work
