JBM Health & Wealth Consulting LLC is a comprehensive financial advisory firm based in North Tonawanda, New York, specializing in guiding individuals and small businesses toward financial independence and security. Rooted in a mission to educate and empower, JBM offers personalized financial planning solutions tailored to each client’s unique goals and life circumstances. The firm is particularly noted for its community-focused approach, providing resources, workshops, and financial literacy programs to help clients make informed financial decisions.

With a strong emphasis on transparency and relationship-building, JBM fosters long-term partnerships with its clients, focusing on trust and measurable results. The firm integrates health and wealth principles, recognizing the interconnectedness of a person’s overall well-being with their financial stability. Their services span from investment and retirement planning to insurance solutions and wealth-building strategies. JBM is also known for its mission-driven service model, often working with educators, union members, and working-class families.

Affiliated with trusted industry providers and drawing on years of experience, JBM Health & Wealth Consulting prides itself on delivering responsible, client-first financial advice. Their holistic approach ensures all facets of clients’ finances are addressed to build a resilient and prosperous future.

Website: https://jbmconsulting.org/

Key Services:

– Personalized financial planning
– Retirement and investment strategy development
– Life and supplemental insurance solutions
– Debt management and budgeting guidance
– Wealth-building and asset protection
– Financial education workshops and community outreach
– Small business financial consulting
– Union and educator-focused financial strategies