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JLM Wealth Strategies Inc
11960 Silvergate Drive, Dublin, California, United States
About the JLM Wealth Strategies Inc
JLM Wealth Strategies Inc is an insurance agency located at 11960 Silvergate Drive in Dublin, California, United States. Our experienced team of professionals is dedicated to helping clients protect their assets and plan for their financial future. We offer a range of insurance products and services to meet the unique needs of each individual or business. Whether you are looking for life insurance, retirement planning, or investment solutions, JLM Wealth Strategies Inc is here to provide expert guidance and personalized support. Contact us today to learn more about how we can help you secure your financial well-being.
Photos of JLM Wealth Strategies Inc
11960 Silvergate Dr #102, Dublin, CA 94568, United States
Opening hours of JLM Wealth Strategies Inc
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of JLM Wealth Strategies Inc
"My experience working with John has been a pleasure. He answered every question I had with patience, clarity, and honesty. He walked me through the whole process providing an education along the way. I plan on working with him again in the near future without a doubt."
"I booked a call with John to learn more about IBC and how I can get started. John was so helpful in understanding how it works and how to best implement and utilize the IBC. I have some leg work to do on my end to get my finances in order before diving in and he was super helpful in mapping out a plan and identifying targets I should hit. I'm looking forward to giving John a call in the coming weeks to let him know I'm ready to move forward and kick off the journey with him as my advisor!"
"Booked an appointment with Mr. John Montoya of JLM Wealth Strategies. He is licensed to sell life insurance in 40 states maybe more now. He is a true guardian and trustee of his client's wealth growth. He has a true servant's heart and is a licensed competent and experienced professional that I am beyond thankful for. Please reach out if you want to solidify your future security and resources. I'm a fan and hopefully a future client. No words to thank this wealth virtuoso."
"I had an excellent experience with John M. He is very knowledgeable about the topic we discussed. Thank you for taking the time and effort to be IBC certified with the Nash Nelson Institute. Thank you for the great info shared on the Fifth Edition Podcast!"
"I am so happy to work with John, he is patient and very informative! I found John through the IBC portal and my experience with John is excellent, he is responsive, professional and down to earth! I enjoy viewing all the content he puts on his website. If you want to implement the Infinite Banking Concept into your life, i highly recommend John!"
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