JM ADVISORS

JM Advisors, LLC provides broad-based and comprehensive financial counseling to corporate executives and high net worth individuals. We work with you, your family members and outside advisors to identify your priorities and meet your financial goals. Unlike other advisors, we work solely on a fixed fee basis, with no commissions, hourly fees or conflicts of interest through sales of investment products. This allows JM Advisors to focus exclusively on a client's best interests with a goal of becoming your and your family's most trusted advisor... At JM Advisors we schedule meetings with you, your family and other advisors to address the various topics and issues we identify in our initial meetings. Meetings are conducted in your home or office (or by phone if preferred) and all meetings are summarized in follow up communication. However, since events affecting your financial situation rarely occur in an orderly fashion, unlimited phone and other contact is encouraged so we may address..

Also known as: JM Advisors, LLC

Primary location: Albany United States