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JLM Wealth Strategies Inc
- Insurance
- Dublin, CA
About this business
JLM Wealth Strategies is focused on implementing financial strategies that help individuals and their families avoid taking unnecessary risks while safely growing their net worth.
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 |
Knows how to break it down! And John is flexible - let me call him back 10 minutes after my appointment.
Shortly after diving into The Infinite Banking Concept, I stumbled upon John’s Strategic Whole Life (formerly The Fifth Edition) podcast - which I highly recommend. While I grew very confident in the idea of implementing IBC in my own personal life, I also became very apprehensive about identifying a trusted professional who would not only help guide me in the right direction, but also keep my best interests at heart, as I navigate a very misunderstood industry/strategy. Beyond his deep experience in the Financial Industry (... read more
John is an amazing individual who truly cares about his clients. I have been working with John for the past year and have had nothing but great interactions with him. Because of John’s deep understanding of different financial vehicles, we were able to put a strategy together to build wealth and protect my family’s financial future. Thank you, John!!
Initially booked a call to learn more about the Infinite Banking Concept and John as an expert practitioner. He was comprehensive and knowledgable as well as represented an honest view of my financial picture to provide recommendations. He is a professional I'd recommend working with going forward.
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 28 reviews.
When is JLM Wealth Strategies Inc open?
JLM Wealth Strategies Inc is closed now. It will open tomorrow at 8:00 a.m.
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