
Welcome to Jrish Holdings
Professional financial solutions serving Brooklyn, NY and surrounding areas
Learn MoreAbout
Financial services trusted by clients across Brooklyn, NY
Your Reliable Financial Partner
Based in Brooklyn, New York, Jrish Holdings provides client-focused financial services with a commitment to clarity, responsiveness, and long-term relationships.
Contact UsFinancial Planning
Clear, actionable strategies aligned to your goals and timelines.
Capital Advisory
Guidance on funding options, debt structure, and capital allocation.
Risk Management
Identify, measure, and mitigate risks across your portfolio or business.
Client Support
Ongoing communication from first call to final sign-off.
Services
Financial services tailored to your needs
Portfolio Strategy
Asset allocation and rebalancing designed for risk-adjusted returns.
Business Financing
Support across lending options, term sheets, and capital planning.
Treasury & Cash Flow
Forecasting, working capital optimization, and liquidity planning.
Compliance & Reporting
Clear documentation, periodic reviews, and stakeholder updates.
Risk & Insurance Review
Coverage assessments to safeguard assets and continuity.
Client Advisory
On-call guidance for decisions, opportunities, and next steps.
Client Reviews
What customers say about working with Jrish Holdings
Let’s Grow Your Financial Future
Reach out for a quick consultation. We’ll align on scope, timing, and next steps.
Schedule ConsultationOur Team
Experienced professionals focused on reliable financial results

Barbara K. Jones
Managing Partner
Sarah Johnson
Finance Director
Michael Williams
Investment Analyst
Emily Roberts
Client ServicesFrequently Asked Questions
Answers to common questions about our process, scheduling, and how we work with clients.
1. What services do you offer?
We provide financial services including planning, capital advisory, treasury and cash-flow support, compliance reporting, and risk reviews.
2. How does scheduling work?
We review your scope and timelines, then align milestones and deliverables to keep things on track.
3. Do you provide estimates?
Yes. Following an initial consultation, we provide clear estimates and documentation for your review.
4. What areas do you serve?
We serve Brooklyn, NY and surrounding communities. Contact us to confirm availability for your location.
5. How do you keep clients updated?
We provide proactive updates and fast responses, keeping you informed from start to finish.