J M Basso & Associates

At J.M. Basso & Associates, we believe in empowering individuals and business owners to take control of their financial future. With decades of experience navigating the ever-changing financial landscape, we are committed to providing comprehensive solutions and personalized guidance to help you achieve your financial goals.

Financial Planning & Advisory

We develop customized plans addressing your individual needs and aspirations. Whether it's retirement planning, investment strategies, or estate planning, we work alongside you to establish goals, identify potential risks, and create a roadmap for success.

Tax Planning & Preparation

Our experienced professionals can help you navigate complex tax regulations and minimize your tax burden. We offer comprehensive tax planning, preparation services, and ongoing guidance to ensure you take advantage of every available deduction and credit.

Financial Solutions

Beyond traditional planning services, we offer innovative solutions to address your specific needs.

• Risk Management Solutions: We assess your risk tolerance and recommend strategies to protect your financial security.
• Retirement Strategies: We go beyond traditional plans to explore alternative options and maximize your retirement income.
• Business Planning & Consulting: We work with business owners to enhance financial performance, streamline processes, and achieve sustainable growth.

Who We Serve

Our diverse clientele includes:

• Individuals: Retirees, young professionals, families, and individuals planning for the future.
• Business Owners: Small business owners, entrepreneurs, and corporate executives.
• Women in Finance: We have a dedicated team of women financial advisors who understand the unique challenges and opportunities women face in achieving financial success.

Our Commitment

At J.M. Basso & Associates, we are dedicated to:

• Building lasting relationships: We treat our clients like family, offering personalized attention and responsive communication.
• Transparency and accountability: We provide clear explanations and regular progress reports to ensure you are always in control of your financial journey.
• Education and empowerment: We empower you with knowledge and tools to make informed financial decisions.