Learn More About JM Stanley & Associates, LLC

 

Janet StanleyJM Stanley & Associates, LLC was started by Janet M. Stanley in 2003.  Janet is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS).  Born and raised in Greeley, Colorado she has practiced as a Certified Public Accountant since 1993.  In Accounting, her degree was earned from the University of Northern Colorado and in 1993 received the professional designation of CPA from the State of Colorado.  In 2009 Janet received the professional designation of Personal Financial Specialist (PFS) from the American Institute of Certified Public Accountants.  Janet is currently in good standing as a member of the American Institute of CPA’s, American Institute of CPA’s PFS division, and the Colorado Society of CPA’s.  Our professional Licensure encompasses multiple states.

Our practice understands today’s needs and challenges to individuals and small businesses and is pleased to provide a full range of financial services to meet those needs.

As a fiduciary financial planner, JM Stanley & Associates, LLC is unique in two ways.  First, we are truly independent because the practice does not sell any proprietary products and second, we are a “client-focused” financial planner.  Therefore any recommendations we provide are based upon your goals.  Your goals will always dictate which financial instruments we will implement in order to obtain your financial success.    Our interest is in growing your wealth and providing long-term service with regular check-ups and periodic financial workshops throughout the year that enhance your knowledge and decision making.   

Financial ChartYou can be assured that although Janet is an independent financial representative, that does not mean that she works alone.  As an independent representative, we have chosen to partner with Wodbury Financial Services, Inc.,(WFS) for two reasons.  First, because we share the same philosophy:  People and their success always come first. Second, because of its financial strength.  WFS is a subsidiary of Advisor Group a leading provider of retirement products and asset management. 

Our association with WFS enables us to offer you enhanced services and support not available from other financial professionals. WFS works exclusively with independent representatives, like Janet, exclusively.  This means that we are not obligated to sell a particular company’s products.  This enables us to offer you a comprehensive array of financial products from multiple providers to help you build a portfolio tailored to your specific goals.

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Colorado Society of Certified Public AccountantsCPA Personal Financial Specialist

Member of AI CPA

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