Welcome to JM Stanley & Associates, LLC

       Helping you make your financial plan CPA Strong!

JM Stanley Complete Financial Solutions

Financial planning and providing for your future can be puzzling.  There are endless options and a variety of financial products and financial services from which to choose.  With our financial knowledge and experience, we can help develop a financial plan and tax plan that will suit your unique needs.

As a CPA and financial services firm, we strive to maintain the highest level of integrity and professionalism in our relationship with you, the client.  Our goal is to know and understand your unique financial situation in order to provide you with only the highest quality information, services, and products to help you reach your financial goals.

We are a CPA and financial services firm who believes the holistic approach to financial planning differentiates us from our competitors.  The primary goal of JM Stanley & Associates, LLC is to be available and deliver to you and your family quality service in the whole financial services market.

"My first rule of investing is to never lose money. My second rule of investing is to never forget the first."
Warren Buffett

 

At JM Stanley & Associates, LLC, we believe in the same philosophy as Warren Buffet. JM Stanley & Associates, LLC specializes in providing our clients with investment options through insurance products that will preserve their principal from losses.

In the past decade, a vast number of people lost a significant percentage of their retirement savings due to retirement plan investments that were impacted by stock market fluctuations. We understand the specific concerns of retirement age investors and the need for principal protected options that will preserve the assets you have worked so hard to accumulate during your working years.

Our goal is to help you plan an investment strategy so that your hard earned money can provide you with the lifestyle you deserve during your retirement.

It's time to come in for a complimentary meeting to explore principal protected investment opportunities!

 

Financial Products Overview:

  • Annuities
  • Stocks
  • Bonds
  • Mutual Funds
  • CDs
  • REITS
  • IRAs: ROTH and/or Traditional
  • Employer Sponsored Plan Rollovers
  • 401(k) and Pension Plans
  • Limited Partnerships
  • Life Insurance
  • College Savings Plans (529 Plan)

 

Financial Services Overview

  • Fiduciary Services
  • Financial Investment Portfolio Analysis
  • Financial Retirement Planning
  • Retirement Income Analysis
  • Insurance Risk Assessment
  • Fee-based Financial Advisory
  • Customized Personal Pension Plan
  • Tax Planning/Tax Minimization Strategies