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Welcome to JM Stanley & Associates, LLC
Helping you make your financial plan . . . CPA Strong!

Financial planning and providing for your future can be puzzling. There are endless options and a variety of financial products and financial services from which to choose. With our financial knowledge and experience, we can help develop a financial plan and tax plan that will suit your unique needs.

As a CPA and financial services firm, we strive to maintain the highest level of integrity and professionalism in our relationship with you, the client. Our goal is to know and understand your unique financial situation in order to provide you with only the highest quality information, services, and products to help you reach your financial goals.

We are a CPA and financial services firm who believes the holistic approach to financial planning differentiates us from our competitors. The primary goal of JM Stanley & Associates, LLC is to be available and deliver to you and your family quality service in the whole financial services market.

At JM Stanley & Associates, LLC, we believe in the same philosophy as Warren Buffet. In the past decade, a vast number of people lost a significant percentage of their retirement savings due to retirement plan investments that were impacted by stock market fluctuations. We understand the specific concerns of retirement age investors and the need for principal protected options that will preserve the assets you have worked so hard to accumulate during your working years.

Our goal is to help you plan an investment strategy so that your hard earned money can provide you with the lifestyle you deserve during your retirement.

It's time to come in for a complimentary meeting!

Financial Products Overview:

Mutual Funds
IRAs: ROTH and/or Traditional
Employer Sponsored Plan Rollovers
401(k) and Pension Plans
Limited Partnerships
Life Insurance
College Savings Plans (529 Plan)

Financial Services Overview

Fiduciary Services
Financial Investment Portfolio Analysis
Financial Retirement Planning
Retirement Income Analysis
Insurance Risk Assessment
Fee-based Financial Advisory
Customized Personal Pension Plan
Tax Planning/Tax Reduction Strategies