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Who We Serve

At JMB we specialize in serving business owners, independent contractors, the self-employed and their families. Learn more about who we serve here


How You Benefit

With our understanding of our clients’ careers and lifestyles, we are able to provide them with customized financial advice allowing them more time to spend on earning an income and enjoying life. Learn more about how our clients benefit here.


What We Do

Time is money, and managing your wealth can be overwhelming. By taking a personal interest in each of our clients we are able to provide customized advice to match each individual situation such as investment, tax and retirement planning solutions. Find out more about our services here.


Who We Are

We are team of financial professionals that provide comprehensive, personal services for individuals, couples and families that do not have the time, skills or desire to handle all the day-to-day details of their financial matters. Learn more about who we are here. 

We are dedicated to helping you pursue your financial goals.

JMB Financial Managers is a comprehensive financial service firm located in Irvine, California. The firm specializes in providing financial planning strategies and investment advice to business owners, independent contractors, the self-employed and their families in order for them to help prepare for retirement, reduce taxes, save for college, and preserve their assets.

We Offer Customized Advice to Match Your Situation

Whether you are looking for an all-inclusive relationship, or one that fills a very specific niche for you or your business, we can put our experience and the experience of our network of support professionals to work for you and help you turn your hopes for the future into goals pursued.

 

JMB Financial Managers Blog