JMB Financial Services Group Email Format

Financial ServicesMichigan, United States2-10 Employees

JMB Financial Services Group is a small financial services firm based in Bloomfield Hills, Michigan. It aims to help individuals understand their personal financial situation and make informed decisions by filtering out market noise. The firm emphasizes transparent, independent guidance and aims to build trust through clear communication about plans and investments. Securities are offered through LPL Financial, while investment advice is provided by JMB Financial Services Group, a registered investment advisor that operates separately from LPL.

The company focuses on personal financial planning and wealth management, with an emphasis on client-first service and suitable recommendations. This arrangement places the firm within the financial services landscape as an advisory-focused practice that relies on LPL Financial to provide securities distribution.

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