About Us

Agent Name

John M. Morales, NSSA®

John Morales founded JMM Financial Services with the goal of helping retirees and pre-retirees provide security and peace of mind in retirement. John Morales has been in the insurance industry since 1992. John is a National Social Security Advisor Certificate Holder. As a comprehensive financial advisor, he is committed to treating you like family and protecting your hard-earned assets as we would our own.

At JMM Financial Services, we take great pride in the quality of service we provide for our customers. Whether our clients need help filing a claim, processing a payment, or just understanding their insurance coverage we'll always be there ready to help.

We know our clients and we know insurance, so our clients enjoy the peace of mind that comes with knowing their insurance agency can help them regardless of how big, small, unique, or specific their insurance needs are. With the years of experience we bring to the table there isn't much we haven't seen before, and you never know when that's going to come in handy.

Call us today to see how we can help!
(909) 936-3865

JMM Financial Services

At JMM Financial Services, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:

Retirement Income Planning
Social Security Planning
Estate Planning & Legacy Planning
Medicare & Long-Term Care Planning

As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At JMM Financial Services, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.

JMM Financial Services