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210 Broadway
Suite 107
Lynnfield, MA 01940

JGM Financial

781.586.0901

 
When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype

Welcome To JGM Financial

Advice You Can Trust



Company

JGM Financial was founded with the belief that the interests of the client must always come first.  Our goal is to provide our clients with the information and guidance necessary to make sound financial decisions. JGM Financial provides a full range of financial services. We will conduct a thorough assessment of your current financial standing as well as help you achieve your financial goals.

Our Commitment

Our Staff consists of experienced professionals with a :hands on" approach to financial guidance.  Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.  As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our Company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.  If you have any questions about your current financial situation or wish to schedule an appointment, please contact us at info@jgmfinancial.net, or 781.586.0901.

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Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

 

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Red Flags for Tax Auditors

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

When Markets React

When markets shift, experienced investors stick to their strategy.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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