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Joshua Barron, AIF®
JMB Financial Services Group

Tel: 248-641-7233
1301 W. Long Lake Road, #350
Troy, MI 48098

About JMB Financial Services Group

We have the knowledge, services and integrity to help you achieve your most important goals: a comfortable retirement, protecting your assets, developing a retirement income plan, and financial security late in life. We provide the peace of mind that comes with knowing you have entrusted your financial future to a team of professionals who always place your interests first.

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General Information

Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial, Fidelity, Charles Schwab
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Insurance Products & Annuities, Financial Planning, Wealth Management, Investment Advice & Management

Services

Can meet clients in the following ways:   Via Email, Via Phone, Your Home

Firm Information

Advisor's Number of Clients:   150
Assets Managed by Advisor:   $100000

Compensation and Fees

Compensation Methods:   Based on Assets, Hourly, Flat Fee, Commissions

Education

BBA in Finance   Michigan State University
Law Degree   University of Michigan Law School

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