JMI Group - Palm Harbor, Florida
Address: 3490 E Lake Rd S B, Palm Harbor, FL 34685, United States.
Phone: 7277711200.
Website: jmifinancial.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of JMI Group
Okay, here’s a comprehensive overview of JMI Group, presented in a formal and helpful tone, suitable for someone seeking financial planning services:
Introduction to JMI Group
For individuals and families seeking expert guidance in navigating their financial futures, JMI Group stands as a reliable and client-focused resource. Located in Palm Harbor, Florida, at 3490 E Lake Rd S B, Palm Harbor, FL 34685, United States, JMI Group offers a range of financial planning services designed to meet diverse needs. Their commitment to personalized strategies and a supportive approach has garnered a consistently positive reputation.
Company Overview and Specialties
JMI Group operates as a dedicated financial planning firm. They specialize in helping clients develop and implement comprehensive financial plans that encompass retirement planning, investment management, estate planning, and insurance strategies. Their team is adept at analyzing individual circumstances, risk tolerances, and long-term goals to craft bespoke solutions. They prioritize understanding each client’s unique situation, ensuring that the recommendations align perfectly with their aspirations.
Location and Accessibility
The firm’s location in Palm Harbor, Florida, provides convenient access for clients in the Tampa Bay area. JMI Group is committed to providing an accessible experience for all clients. The office building features a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating their dedication to inclusivity. Furthermore, a wheelchair-accessible toilet is available on-site, along with standard restroom facilities. Appointments are highly recommended to ensure dedicated time and personalized attention.
Contact Information and Resources
Clients can easily connect with JMI Group through the following channels:
- Phone: 7277711200
- Website: jmifinancial.com
The company currently maintains 2 reviews on Google My Business, all of which reflect a remarkably high level of satisfaction – an average rating of 5/5. This indicates a strong foundation of trust and a dedication to client service. The website, jmifinancial.com, provides valuable information about the firm’s services, team, and investment philosophy.
Key Features and Considerations
JMI Group distinguishes itself through its client-centric approach. They cultivate strong relationships built on open communication and a deep understanding of each client's financial landscape. It’s evident from client feedback that they consistently demonstrate helpfulness and courtesy, fostering a comfortable and productive environment. The firm’s focus extends beyond simply managing investments; they aim to empower clients to make informed decisions and achieve lasting financial security. Their services are designed to be adaptable, responding to evolving circumstances and market conditions.
For those seeking a professional and approachable financial planning partner, JMI Group presents a compelling option. Their accessibility, commitment to client well-being, and expertise in various financial areas make them a valuable resource.
👍 Reviews of JMI Group
