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Submitted URL: http://jimwealth.com/
Effective URL: https://www.jimwealth.com/
Submission: On April 03 via api from IN — Scanned from DE
Effective URL: https://www.jimwealth.com/
Submission: On April 03 via api from IN — Scanned from DE
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* Home * About * Our Approach * Our Team * Testimonials * Work with Us * Our Process * Our Core Services * Fees * Companies * Resources * Helpful Links * Financial Calculators * Dental and Vision * Media * Books and Articles * Publications * Blog * Contact Schedule a Consultation -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- JM WEALTH MANAGEMENT -------------------------------------------------------------------------------- WE LISTEN. WE EDUCATE. YOU SUCCEED. About Us OUR COMMITMENT UNDERSTANDING OUR CLIENTS' INCOME NEEDS AND FINANCIAL GOALS IS OUR PRIMARY OBJECTIVE. BY LISTENING AND LEARNING FIRST, WE ARE BETTER PREPARED TO CREATE A CUSTOMIZED APPROACH FOR EVERY FAMILY. LIVING IS A LONG-TERM COMMITMENT. WE ARE COMMITTED TO OUR CLIENTS AND THEIR BENEFICIARIES FOR AS LONG AS OUR RELATIONSHIPS LAST. OUR CORE SERVICES RETIREMENT & INVESTMENT STRATEGY TAX PLANNING & MANAGEMENT ESTATE & WEALTH CONSERVATION OUR PHILOSOPHY Our philosophy is for your principal and earnings to always be guaranteed against market loss. YOU CAN'T OUTLIVE YOUR INCOME DURING YOUR LIFETIME. YOU CAN NEVER LOSE YOUR PRINCIPAL OR INTEREST. YOU WILL NEVER PAY US FOR THE SERVICES WE PERFORM. WE ARE PAID DIRECTLY BY OUR CARRIERS. TESTIMONIALS * JIM AND MARY ANNE We have had the pleasure of knowing Jim for 30+ years. He has managed our finances with professionalism and integrity. He is very knowledgeable and always answered our questions in ways we could understand. He has invested our money with great care to allow us to enjoy our retirement years. We have always had the greatest confidence in his decisions and he has never let us down. In addition to being our financial advisor, we consider him a good friend. Button * JOANN N. I started to work with Jim about 5 years ago. We discussed what my short and long term goals were for retirement. I wanted financial security with minimal risk while providing me with an income stream that addressed my needs. I retired 2 years ago and all is going according to plan. It is nice to not worry about stock market fluctuations and know that the retirement money I worked hard for is not at risk. Button * NAOMIANN STARKMAN I would like to express my sincere appreciation to James Merklinghaus Financial Services Professional for all his hard work with educating me concerning retirement investment options in depth. Jim always followed through making sure my comprehension of each option was thoroughly understood. I’d like to recognize your outstanding knowledge,professionalism and kindness while working tirelessly with me. Jim is easy to contact and ask any questions I may have. Button See All Testimonials LET'S PLAN OUT YOUR FUTURE, TOGETHER. SIGN UP TO OUR NEWSLETTER Name Email Phone Message How did you hear about us? Through a friend Social Media Google Radio Thank you for contacting us. We will get back to you as soon as possible Oops, there was an error sending your message. Please try again later * Home * About * Our Approach * Our Team * Testimonials * Work with Us * Our Process * Our Core Services * Fees * Companies * Resources * Helpful Links * Financial Calculators * Dental and Vision * Media * Books and Articles * Publications * Blog * Contact CONTACT INFO (888) 949-0525 RetireTaxFree@JBMFinancial.com 2770 Indian River Blvd, Suite 401H Vero Beach, FL 32960 FOLLOW US Powered by Levitate Share by: