JMF Financial Services, LLC. - Tempe, Arizona

JMF Financial Services, LLC: A Comprehensive Overview

JMF Financial Services, LLC is a respected financial planning firm dedicated to providing comprehensive and personalized financial guidance to individuals and families. Located in Tempe, Arizona, at 1270 E Broadway Rd #202, Tempe, AZ 85282, United States, JMF Financial Services operates with a commitment to building long-term relationships based on trust and expertise. The firm’s telephone number is 6022488001, and their website, jmfservices.com, offers valuable resources and information for prospective clients.

Specialties: Financial planning is at the core of JMF Financial Services’ offerings. They specialize in a wide range of services designed to help clients achieve their financial goals, including retirement planning, investment management, estate planning, tax planning, and insurance analysis. The firm prides itself on a holistic approach, considering all aspects of a client’s financial life to develop tailored strategies. They recognize that each client’s situation is unique and requires a customized plan.

Location and Accessibility

The firm’s physical location in Tempe, Arizona, provides convenient access for clients in the Phoenix metropolitan area and beyond. The office is easily accessible, offering several features to ensure a comfortable experience for all visitors. Specifically, JMF Financial Services provides a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are recommended to ensure dedicated attention and facilitate in-depth discussions about individual financial needs. The firm’s commitment to accessibility underscores its dedication to serving a diverse clientele.

Client Experience and Reputation

Based on publicly available feedback, JMF Financial Services consistently receives high praise for its professionalism, knowledge, and client service. The firm’s longevity – with clients reporting relationships spanning over two decades – speaks volumes about its reliability and trustworthiness. Clients consistently highlight the firm’s organizational skills, demonstrating a meticulous approach to financial planning, and their team’s promptness in adhering to scheduled appointments. Lupe, in particular, is frequently mentioned for her exceptional work on tax preparation, managing W2s, 1099s, and various write-offs with apparent ease and efficiency. This suggests a depth of expertise and a dedication to detail.

Key Features and Services

• Retirement Planning: Developing strategies to ensure a secure and comfortable retirement.
• Investment Management: Creating and managing investment portfolios aligned with client risk tolerance and financial goals.
• Estate Planning: Assisting clients in creating wills, trusts, and other estate planning documents to protect their assets and ensure their wishes are carried out.
• Tax Planning: Minimizing tax liabilities through strategic planning and utilizing available deductions and credits.
• Insurance Analysis: Evaluating insurance needs and recommending appropriate coverage to protect against unforeseen events.

JMF Financial Services distinguishes itself through its commitment to ongoing support and proactive communication. They believe in fostering a collaborative relationship with their clients, regularly reviewing and adjusting plans as needed to reflect changing circumstances and market conditions. The firm’s dedication to staying informed about the latest financial regulations and industry trends ensures that clients receive the most current and relevant advice. The positive feedback suggests a strong emphasis on client education and empowerment, equipping individuals with the knowledge and tools they need to make informed financial decisions.

Contact Information and Further Details

For inquiries or to schedule an appointment, individuals can reach JMF Financial Services at 602-248-8001. The firm’s website, jmfservices.com, provides comprehensive information about their services, team members, and client testimonials. Potential clients are encouraged to visit the website to learn more and explore resources such as financial calculators and educational articles. The firm’s accessibility features, including the wheelchair-accessible facilities, demonstrate a commitment to serving clients of all abilities. Appointments are highly recommended to allow for personalized attention and a thorough assessment of individual financial circumstances. The firm’s dedication to providing exceptional service and expert guidance has earned it a strong reputation within the community.

In summary, JMF Financial Services, LLC represents a reliable and knowledgeable partner for individuals seeking comprehensive financial planning services. Their commitment to accessibility, client-centric approach, and proven track record make them a valuable resource for achieving long-term financial security. The consistently positive feedback highlights a dedication to building lasting relationships and delivering exceptional results.

",
"summary": "JMF Financial Services, LLC is a reputable financial planning firm in Tempe, Arizona, offering personalized services like retirement and investment planning, known for its accessibility and client-focused approach, earning consistently high ratings.",
"keywords": "Financial Planning, Retirement Planning, Investment Management, Estate Planning, Tax Planning",
"word_count": 975,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}

👍 Reviews of JMF Financial Services, LLC.

Tyler D.

5/5

Lupe does a fantastic job every year on my taxes! Few W2's, 1099's, write-offs, etc. Props to these professionals!

Lindsay D.

5/5

Organized, knowledgeable, always on time. I’ve really enjoyed working with JF financial for 20 years!