Creating An Affordable Financial Plan That Is Right for You
See What Policies Are Right for You
Let's Create Your
Custom Retirement Plan
with Jo & Liahni Financial Services
Whether you're seeking to develop a personalized financial strategy for yourself or a loved one, I offer an array of options in life insurance, investments, estate planning, mortgage loans to fit your unique situation. With over 10 years as a financial consultant, I have seen it all. We can help provide solutions that align with your specific goals and budget. Our Financial Firm's number one priority is aimed at securing what matters most to you and your family!
Let's Connect
My Commitment
*FREE* Consultation
Committed to Excellence
Cost Effective Financial Programs
Personalized Approach
Investment Retirement Solutions
Exceeding Expectations
Your Trusted Financial Agency
As a financial service broker, we have access to multiple companies such as Fidelity, Lincoln, American Funds, Franklin Templeton, just to name a few, which allows for a variety of investment strategies. We also encompass life insurance, and even mortgage solutions to secure optimal financial outcomes. I'm committed to delivering exceptional customer service and am always available to answer any questions you may have and provide ongoing support throughout the life of your plan.
Blog Posts
custom_values.company_logo=https://storage.googleapis.com/msgsndr/WHLfTVcjDGEkJM5MI0u2/media/64c7e50214592c6905a4191b.png
custom_values.headshot=https://storage.googleapis.com/msgsndr/WHLfTVcjDGEkJM5MI0u2/media/64c3ee6d0f60b401a989ec0e.jpeg
Questions? Book a Call
Safeguard your family, plan for retirement, secure your legacy, or explore mortgage options – I'm here to guide you through your financial journey. Schedule a complimentary consultation today, and let's create a customized plan to meet your unique goals.
I'm dedicated to helping you achieve a comprehensive financial strategy for a brighter and more secure tomorrow.
Get In Touch!
Get In Touch!
(951) 944-0265
joel.urquidez@jomoneymatters.com
Monday - Friday: 9am - 5pm
All rights reserved. This is not an offer to enter into an agreement. Information and programs are subject to change without notice.
PFS
Jo & Liahni Financial Services
4650 ARROW HWY, MONTCLAIR CA 91763
joel.urquidez@jomoneymatters.com
(951) 944-0265
custom_values.company_logo=https://storage.googleapis.com/msgsndr/WHLfTVcjDGEkJM5MI0u2/media/64c7e50214592c6905a4191b.png
custom_values.headshot=https://storage.googleapis.com/msgsndr/WHLfTVcjDGEkJM5MI0u2/media/64c3ee6d0f60b401a989ec0e.jpeg