CALIFORNIA CONSUMER

Practice time-tested financial approaches. At JM Financial Strategies, we follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we'll work with you to adjust your course of action accordingly. We monitor your portfolio's performance so you can feel financially confident... At JM Financial Strategies, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm!... Know our clients and their goals. We understand that investing is more than just a numbers game. There's emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren't necessarily the best for everyone. When we first get to know each other, we'll ask you a lot of questions so that we can learn about you as a person, and we'll tailor your investments accordingly. We want to be just as excited about your dreams as you are.

Also known as: Five Star Wealth Manager Award

Primary location: San Diego United States