JM Financial Strategies
Financial Planning in San Diego, CA · Open Monday–Friday · ✓ Listing checked September 2026 · Viewed 794 times
Contact Information
| Address | 4550 Kearny Villa Rd STE 201 San Diego, CA 92123 Map and directions |
|---|---|
| Phone | (858) 569-4010 |
| Website | jmfinancialstrategies.com |
| Category | Financial Planning · Financial planner |
| Services | financial planning |
About JM Financial Strategies
JM Financial Strategies is a financial planning in San Diego, California offering financial planning. Early Google reviews give it a 5.0★ rating from 2 reviews. Its Google Business Profile is verified. The firm appears in the IRS return-preparer (PTIN) directory. Its 5.0★ rating is above the San Diego average of 4.4★ across 792 rated firms.
Hours
| Monday | 9AM-4:30PM |
| Tuesday | 9AM-4:30PM |
| Wednesday | 9AM-4:30PM |
| Thursday | 9AM-4:30PM |
| Friday | 9AM-4:30PM |
| Saturday | Closed |
| Sunday | Closed |
Google rating breakdown5.0 · 2 reviews
5★2
4★0
3★0
2★0
1★0
Aggregate review counts from Google.
Details
- Onsite services
- Wheelchair accessible entrance
- Wheelchair accessible parking
- Wheelchair accessible seating
- Restroom
- Recommends appointment
Questions about JM Financial Strategies
- Where is JM Financial Strategies located?
- JM Financial Strategies is located at 4550 Kearny Villa Rd STE 201, San Diego, CA 92123.
- What are JM Financial Strategies's hours?
- Open Monday–Friday. Full hours are listed on this page and on the firm's Google Business Profile.
- How do I contact JM Financial Strategies?
- You can reach JM Financial Strategies by phone at (858) 569-4010, and through its website.
- What services does JM Financial Strategies offer?
- JM Financial Strategies is categorized as a financial planning, offering financial planning. Contact the firm to confirm current service offerings.
- Is JM Financial Strategies registered with the IRS?
- JM Financial Strategies appears in the IRS return-preparer (PTIN) directory, which lists preparers holding an active Preparer Tax Identification Number. You can verify credentials in the IRS directory at irs.treasury.gov/rpo.
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Update this listingListing compiled from public sources and last refreshed in September 2026. Ratings are aggregate Google ratings, attributed to Google. Confirm hours and licenses with the firm before you visit or hire. Request removal or correction.