JMS and Associates
Information by Research Trustfinance
JMS & Associates is an independent financial services firm dedicated to providing comprehensive and personalized financial planning for individuals, families, and businesses. Founded by John M. Staszak, a CERTIFIED FINANCIAL PLANNER™, the firm emphasizes building long-term client relationships based on trust and integrity. Their services include wealth management, investment management, retirement planning, estate planning, tax planning, and insurance services. They are an affiliated office of Royal Alliance Associates, Inc., a registered broker-dealer and member of FINRA/SIPC.
United States
Industry
- Wealth ManagementPRIMARY
- Insurance
Financial
HQ Location