J.M. Franklin & Company, LLC is a boutique financial services firm based in Tarrytown, New York, specializing in personalized financial planning and wealth management. With a strong client-centered approach, the firm is committed to helping individuals, families, and small business owners achieve long-term financial success through tailored strategies. The company provides comprehensive financial planning solutions that integrate retirement planning, investment management, insurance analysis, and tax efficiency strategies.
Known for its emphasis on trust, transparency, and long-term client relationships, J.M. Franklin & Company differentiates itself by offering holistic advice that prioritizes each client’s goals. The firm’s professionals bring years of experience and in-depth knowledge of changing financial regulations, helping clients make informed decisions about their financial future. Additionally, they offer guidance for business owners on succession planning and employee benefit strategies. Active in the community, the company often hosts educational seminars to promote financial literacy and empowerment. Their goal is to simplify complex financial topics and deliver clear, actionable guidance.
Website: http://www.jmfranklincompany.com/
Key Services:
– Personalized financial planning
– Retirement planning strategies
– Investment portfolio management
– Insurance needs analysis
– Tax-efficient financial strategies
– Estate and legacy planning
– Business succession planning
– Employee benefits consulting for small businesses
