JOST Financial Mgmt. Corp.

JOST Financial Mgmt. Corp. Quips, Tips & Relevant Reads It all starts and ends with Family...

Peter DeRosa, CERTIFIED FINANCIAL PLANNER™ professional began JOST Financial Mgmt. Corp.

His sons were the inspiration for the name, taking the first two letters of both of their names, John and Stephen, to form JOST. JOST Financial's performance and service is illustrated in their organic growth over the past 30 years. Since 2007 JOST has been under the active management of Stephen DeRosa, Investment Advisor Representative of GWN Securities Inc. and has continued to grow stronger usi

ng the same principles from their founding. JOST Financial Mgmt. is based out of central New Jersey, with a client base that spans globally. All JOST clients have one thing in common- They value what they work hard for and want the maximum value for themselves and their loved ones. We have long-term relationships with our clients because we share this commonality. JOST has the resources of a large financial institution, but was built with family at its core, and we maintain that culture with our clients and employees.

06/03/2026

See how we can help steer you in the right direction.

Feeling uncertain about whether you’re truly on track for retirement?Most people I meet have multiple accounts (401(k)s,...
06/01/2026

Feeling uncertain about whether you’re truly on track for retirement?
Most people I meet have multiple accounts (401(k)s, IRAs, old rollovers) but no clear, cohesive plan tying it all together.
This week I’m offering a complimentary “Retirement Checkup” for residents of New Jersey: we’ll review your current investments, estimated income in retirement, and potential tax blind spots in a straightforward, no-jargon conversation.
Send me a message here on Facebook or visit my website to schedule a time that fits your calendar.

05/27/2026

What's it look like to you? Connect with us to see how we can help achieve your vision.

05/19/2026

A lot of financial products, all being marketed as right for you. An independent firm should be an antidote for the anxiety that comes with retirement decisions. Let's bring clarity to your planning.

You planned your career. You planned your family. Have you planned how your paycheck will last in retirement? Let’s talk...
04/15/2026

You planned your career. You planned your family. Have you planned how your paycheck will last in retirement? Let’s talk about it. Give us a call at 908-679-6800.

Older workers make up a far greater portion of the workforce than they did 20 years ago.
04/07/2026

Older workers make up a far greater portion of the workforce than they did 20 years ago.

Older workers make up a far greater portion of the workforce than they did 20 years ago.

Ever feel like your financial plan could use a little spring cleaning? 🌷🧹If you’ve ever wondered whether your investment...
04/01/2026

Ever feel like your financial plan could use a little spring cleaning? 🌷🧹
If you’ve ever wondered whether your investments truly match your comfort level, you’re not alone.

Many plans are built on assumptions that don’t always reflect how people actually feel when markets get bumpy.

That’s where COMRA™ (Color of Money Risk Analysis) comes in. The easiest Spring cleaning you've ever done! And maybe the most valuable...

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.

See how your retirement savings stack up compared to this Wall Street guide, ranked by age and income.
03/23/2026

See how your retirement savings stack up compared to this Wall Street guide, ranked by age and income.

See how your retirement savings stack up compared with this Wall Street guide, ranked by age and income.

"Luck is when preparation meets opportunity"! We will help with the preparation so you don't miss out... Contact us anyt...
03/17/2026

"Luck is when preparation meets opportunity"! We will help with the preparation so you don't miss out... Contact us anytime.

An account is not a plan... See how we can put a 360 degree strategy in place for your family.
02/04/2026

An account is not a plan... See how we can put a 360 degree strategy in place for your family.

Address

Warren, NJ
07069

Telephone

+19086796800

Website

Alerts

Be the first to know and let us send you an email when JOST Financial Mgmt. Corp. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to JOST Financial Mgmt. Corp.:

Shortcuts

Share

Category