Broker Check

210 Broadway
Suite 107
Lynnfield, MA 01940

JGM Financial

781.586.0901

 

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Third Party Asset Management
  • Options
  • 529 Plans 
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Charitable Giving
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance