JDM Financial Group

Closed
yelp logo

(1)

Photos

16350 Ventura Blvd Ste D550
Encino, CA 91436

JDM Financial Group, located in Encino, CA, specializes in providing tailored investment advisory services to clients, focusing on their unique financial priorities and life milestones. The firm emphasizes a holistic approach to financial planning, ensuring that decisions align with clients' long-term goals such as retirement income, education funding, and legacy planning.

Committed to maintaining client confidentiality and trust, JDM Financial Group employs high standards of privacy and fiduciary duty in managing clients' personal and financial data. Their dedicated team works collaboratively with clients to adapt strategies over time, fostering confidence in their financial futures while striving to enhance overall quality of life.

Generated from the website

Reviews

yelp logo
5.01 reviews
Photo of Laura D.
Laura D.
6/6/2011

Jeff Munjack runs JDM Financial Group, and is a certified financial advisor/planner. In 2007 he was listed in Forbes magazine as one of the most dependable wealth advisors in Los Angeles...

Own this business?
See a problem?

You might also like

United StatesCaliforniaEncinoJDM Financial Group

Partial Data by Infogroup (c) 2025. All rights reserved.