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John J. Malzone, CFP®

JJM Financial Strategies, Inc.

301 South State St
Suite 202S
Newtown, PA 18940
Phone: (215) 504-9610

Toll-free: (800) 821-1460

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Banking
  • Asset Allocation
  • Career Change
  • Investment Management
  • Employee Benefits
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.