J&M Financial Services - Tampa, Florida

Adresse: 10008 N Dale Mabry Hwy Ste 100-S, Tampa, FL 33618.
Téléphone: 8886817506.
Site web: jandmfinancialservices.com.
Spécialités: Planificateur financier, Courtier en placement financier, Conseiller financier, Agence d'assurance, Courtier d'assurances, Conseil en investissement, Compagnie d'assurance-vie.
Autres données d'intérêt: Identifies as Latino-owned, S'identifie comme géré par un vétéran, Rendez-vous en ligne, Services sur place, Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Places assises accessibles en fauteuil roulant, Toilettes, LGBTQ+ friendly, Rendez-vous obligatoire, Rendez-vous recommandés.
Avis : Cette entreprise a 44 avis sur Google My Business.
Avis moyen: 5/5.

Emplacement de J&M Financial Services

8886817506

J&M Financial Services est une entreprise financière réputée située à l'adresse suivante : 10008 N Dale Mabry Hwy Ste 100-S, Tampa, FL 33618. Leur numéro de téléphone est le 8886817506 et vous pouvez visiter leur site web à l'adresse jandmfinancialservices.com. Cette entreprise est spécialisée dans les services financiers tels que la planification financière, le courtage en placement financier, le conseil financier, l'agence d'assurance, le courtage d'assurances, le conseil en investissement et la compagnie d'assurance-vie.

Il est important de noter que J&M Financial Services s'identifie comme une entreprise latino-owned et est gérée par un vétéran. Ils offrent des rendez-vous en ligne ainsi que des services sur place et sont accessibles en fauteuil roulant. Le parking et les toilettes sont également accessibles en fauteuil roulant.

Cette entreprise a reçu de nombreux avis positifs sur Google My Business, avec un avis moyen de 5/5 basé sur 44 avis. Les clients apprécient leur professionnalisme, leur expertise et leur approche personnalisée.

Si vous cherchez des services financiers de qualité, J&M Financial Services est une excellente option. Leur équipe d'experts est prête à vous aider à atteindre vos objectifs financiers, que ce soit pour la planification de la retraite, la gestion de placements ou la sécurité financière.

Nous vous recommandons vivement de les contacter via leur site web pour prendre rendez-vous ou pour plus d'informations sur les services qu'ils offrent. En travaillant avec J&M Financial Services, vous pouvez être assuré de recevoir des conseils financiers avisés et une expérience client exceptionnelle.

Avis de J&M Financial Services

Xavier Cordero

5/5

Joe Susaña is an exceptional financial advisor who truly puts his clients’ best interests first. He takes the time to understand your financial goals and provides tailored advice that is easy to understand, even if you’re new to investing or financial planning. Joe’s communication is clear and consistent, and he’s always available to answer any questions.
Since working with him, I feel much more confident about my financial future. His expertise, professionalism, and genuine care for his clients make him stand out in the field. I highly recommend Joe to anyone looking for a reliable and knowledgeable financial advisor!

Xavier Jones

5/5

J&M financial services have serviced my family for over 5 years with excellence. If you are interested in receiving guidance about business, financial planning, or life insurance etc. you would be doing yourself a disservice but not leveraging the talent at J&M.

Des-Ree

5/5

I'm happy I choose Primerica for my financial Investments because there is no other investment specialist I would rather work with than Joe. Since I joined Joe walked me through each investment contribution and assured me that I would see great returns on them. Also, let's not forget Joe is one of the kindest and understanding investment specialist Primerica has. So when ever you need to make changes or have a question he is only one call or text away.

Thank you Joe and Primerica for helping me make a better future for myself.?

Brenda Jones

5/5

I have loved my experience working with J&M financial services for many reasons. I received invaluable information on financial planning that was incredibly affordable and easy to understand. J&M treat you like family and look out for their clients best interest. Their Customer service is impeccable and I have recommended them to all of my family. Their integrity is like no other. Highly recommend reaching out to J&M if you want to work with respectful individuals that care about your future.

Yamilex Rodriguez Bonet

5/5

Almost three years ago I put my finances on Joe’s hand. He helped me to pay off big debts and take better care of my money. Currently, I’m saving to buy the house of my dreams, but at the same time making sure that I don’t get in too much debt, take care of my credit and save for the future too. He’s amazing!!

Mariale Schillace

5/5

Joe is a wealth of knowledge and passionate about his clients achieving financial freedom! He helped us save for our future and we could not have done it without him. One of the best!

Trevor Wolf

5/5

Joe and Madeline are AMAZING! They really care about my financial needs and goals! They are very friendly. They helped me with a great plan to get me on track and be prepared for my retirement. I've even referred my mom to them. THANK YOU for everything Joe and Madeline!!!

Yahaira Fontanez

5/5

I appreciate J&M Financial Services knowledge, experience and guidance. I would recommend their financial services to anyone that is looking to invest or make a plan to achieve financial freedom, with their superb customer service and communication skills, they are sure to be an amazing team to have by your side.