JBM Consulting
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 11-50 Employees
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Overview
Headquarters
605 Division St # 11, North Tonawanda, N...Phone Number
(713) 979-6772Website
www.jbmconsulting.orgRevenue
$5.8 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About JBM Consulting
JBM Health & Wealth Consulting, LLC is a financial services practice headquartered in North Tonawanda, New York. Founded in 2019, the company provides financial planning, retirement income planning, and investment management services to individuals and families. It serves clients across New York, Florida, Connecticut, and Washington, offering a mix of stocks, bonds, mutual funds, ETFs, and annuities through LPL Financial. Additionally, the firm operates as an independent life and health broker, providing access to life, disability, long-term care, and Medicare insurance plans. The company delivers its services through a goals-based, collaborative financial planning process designed to improve financial security and quality of life.Explore more
JBM Consulting Org Chart
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JBM Health & Wealth Consulting, LLC is a financial services practice headquartered in North Tonawanda, New York. Founded in 2019, the company provides financial planning, retirement income planning, and investment management services to individuals and families. It serves clients across New York, Florida, Connecticut, and Washington, offering a mix... Read More
