Very knowledgeable, Joe cares about his customers and treats them like family. He gave us the tools to start our path to financial freedom and we are forever thankful!! Less

Joe Susaña is an exceptional financial advisor who truly puts his clients’ best interests first. He takes the time to understand your financial goals and provides tailored advice that is easy to understand, even if you’re new to investing or financial planning. Joe’s communication is clear and consistent, and he’s always available to answer any questions. Since working with him, I feel much more confident about my financial future. His expertise, professionalism, and genuine care for his clients make him stand out in the field. I highly recommend Joe to anyone looking for a reliable and knowledgeable financial advisor! Less

J&M financial services have serviced my family for over 5 years with excellence. If you are interested in receiving guidance about business, financial planning, or life insurance etc. you would be doing yourself a disservice but not leveraging the talent at J&M. Less

I appreciate J&M Financial Services knowledge, experience and guidance. I would recommend their financial services to anyone that is looking to invest or make a plan to achieve financial freedom, with their superb customer service and communication skills, they are sure to be an amazing team to have by your side. Less

Got me on track with retirement and taking care of my family better. Enlightened me to things I never would have thought of financially. When you know better, you do better and I wouldn't be doing better without Joe and Madeline. Less