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JLM Wealth Strategies Inc
- Insurance
- Dublin, CA
About this business
Location details
11960 Silvergate Dr #102, Dublin, CA, 94568, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
John Montoya is a breath of fresh air! I have enjoyed working with him greatly, as he is clear, thoughtful and direct, and it is obvious he is out to help his clients rather than take from them. I really appreciate his cautious, thorough approach.
I highly recommend John for your whole life policies! I needed some help (education) to help me understand how to approach whole life policies for my retirement. Not only is John is a wealth of information about whole life, he has SO MUCH knowledge and passion about the bigger context of the money and how whole life fits into it. John is also a natural teacher. He takes complex information and explains it in a way that is accessible. I reviewed some of his articles and videos before our call and they were the most clear expl... read more
John is a rare individual in the world of finance. I came to know of him through his podcast and had the even greater pleasure of conversing with him over whole life, infinite banking, and other strategies. What makes John special is that his keen insights are matched by his humility and willingness to serve others with kindness and care. John readily and patiently gave of his time to help me and provided me with crucial guidance. Even more impressive was his generosity in doing so.
Knows how to break it down! And John is flexible - let me call him back 10 minutes after my appointment.
Frequently asked questions about JLM Wealth Strategies Inc
How is JLM Wealth Strategies Inc rated?
JLM Wealth Strategies Inc has a 5 star rating with 31 reviews.
When is JLM Wealth Strategies Inc open?
JLM Wealth Strategies Inc is closed now. It will open at 8:00 a.m.
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