Welcome to Jrish Holdings

Professional financial solutions serving Brooklyn, NY and surrounding areas

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About

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.

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Financial 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

Responsive and professional from start to finish. Their advice kept our financing on schedule.

Robert J.

Business Owner

Clear communication and reliable timelines. Planning was straightforward and effective.

Susan M.

Operations

Professional service with attention to detail. We’ll partner again for the next phase.

Thomas W.

Finance Lead

Friendly team and dependable support. Deliverables arrived exactly when promised.

Patricia L.

Controller

Excellent coordination and follow-through. Communication was clear and proactive.

Jennifer K.

VP, Operations

Let’s Grow Your Financial Future

Reach out for a quick consultation. We’ll align on scope, timing, and next steps.

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Our Team

Experienced professionals focused on reliable financial results

Barbara K. Jones

Managing Partner

Sarah Johnson

Finance Director

Michael Williams

Investment Analyst

Emily Roberts

Client Services

Frequently 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.