JM Financial is a locally owned independent wealth management company based in Leeds, MA, offering comprehensive solutions to help families and businesses. Their client-focused approach involves an in-depth evaluation of each individual's financial situation to establish a customized strategy for reaching their financial goals.
With a strong emphasis on client education, JM Financial provides guidance in wealth management, protection strategies, and emerging wealth, tailoring their services to meet the specific needs of individuals, families, and small businesses. They work in partnership with GWN Securities, Inc., a Registered Investment Advisor, to offer securities and advisory services.
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