Nuestros Servicios

Nuestra misión es ayudar a las familias de la clase trabajadora a obtener protección financiera contra circunstancias adversas. Brindamos beneficios complementarios y permanentes a familias trabajadoras.

Asesoría Financiera

Ofrecemos asesoría personalizada para ayudarte a tomar decisiones financieras informadas y efectivas.

A person holding a smartphone with a financial application open on the screen, standing outside a modern glass building. The background shows a plaza with trees and pedestrians.
A person holding a smartphone with a financial application open on the screen, standing outside a modern glass building. The background shows a plaza with trees and pedestrians.
Planificación de Gastos

Te ayudamos a planificar tus gastos finales para asegurar la estabilidad financiera de tu familia.

Servicios Financieros

Asesoría y planificación para un futuro financiero seguro y exitoso.

A professional consultation setting with a medical professional sitting at a desk facing a client. The room has a modern aesthetic with white walls decorated with framed certificates. The desk is organized with office supplies, a laptop, and a fruit bowl in the center.
A professional consultation setting with a medical professional sitting at a desk facing a client. The room has a modern aesthetic with white walls decorated with framed certificates. The desk is organized with office supplies, a laptop, and a fruit bowl in the center.
Asesoría Personalizada

Orientación financiera adaptada a tus necesidades y objetivos.

Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.
Wooden Scrabble tiles arranged in an organized pattern spell out the phrase 'MANAGE YOUR ASSETS' on a plain white background.
Planificación Final

Estrategias para gestionar tus gastos y asegurar tu legado.

A stylish planner labeled 'Goal Planner' rests on a marble surface. The planner has an elegant design with a pastel pink and peach cover featuring minimalistic black leaf illustrations. Adjacent to the planner is a sprig of dried eucalyptus, adding a natural, calming touch to the scene.
A stylish planner labeled 'Goal Planner' rests on a marble surface. The planner has an elegant design with a pastel pink and peach cover featuring minimalistic black leaf illustrations. Adjacent to the planner is a sprig of dried eucalyptus, adding a natural, calming touch to the scene.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
Seguros de Vida

Protección financiera para ti y tus seres queridos siempre.

Protección Financiera

Soluciones para salvaguardar tu futuro y tranquilidad económica.

→
→
→
→
woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

Gracias a jm-finance, ahora tengo un plan financiero claro y seguro para mi futuro.

María López

A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.
A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.

La asesoría personalizada me brindó la confianza necesaria para tomar decisiones financieras acertadas y seguras.

Carlos Ruiz

A stack of gold coins is neatly placed on top of a 500 Indian rupee banknote. The arrangement suggests a focus on wealth accumulation or savings. The background is plain and minimalistic, drawing attention to the currency and coins.
A stack of gold coins is neatly placed on top of a 500 Indian rupee banknote. The arrangement suggests a focus on wealth accumulation or savings. The background is plain and minimalistic, drawing attention to the currency and coins.
★★★★★
★★★★★
Confianza

Asesoría financiera para un futuro seguro y próspero.

Protección

Planificación

contacto@jm-finance.online

+1 (972) 880-9415

© 2025. All rights reserved.