Services

JPM Financial Services offers effective and affordable financial services in all areas.

Please review our financial service portfolio below. The services listed are only summary of our financial capabilities. Please use our contact form to ask us any specific questions that you may have about how we can help you.
Investments
• Mutual Funds
• Annuities
Retirement
• Plan & Design
• Implementation
Tax Services
• Audit Representation
• Tax Preparation
• Tax Representation
• Tax Planning
Business Services
• Group Medical
• Successful Money Management Seminars
Insurance Products
• Life
• Medical
• Long-Term Care
• Disability
• Mortgage Protection
• Group
• Annuity
• Pension Maximization
• SBP Replacement
Useful Links
• Commonwealth Planning
• Guardian
• Oppenheimer Funds
• American Funds
• Investors Security Company, Inc.
• Protocol & Etiquette Services
• Internal Revenue Service
• Around the Clock Information Systems
• Summit Design