Company Story

JP Financial Solutions, LLC, was started in 2009 in the pursuit of the elusive “better”. A “better” way to serve clients. A “better” way to make work more personal and meaningful. A “better” connection and greater contribution to the lives of those touched by our work.

Over the past decade, we have been blessed to continually find new and “better” ways to be of service to our clients and community. Our “better” is embodied in the hundreds of stories that reflect our unending commitment to exceeding expectations and delighting our clients: Forging true relationships with our clients and providing them with consistent and timely information that improves their businesses and their lives. Feeling the genuine gratitude and joy from visiting our elderly clients at home with holiday gifts. Holding our clients’ hands as they deal with the death of a loved one and navigate estate and trust issues. Constantly looking for new and better ways of doing things, for our firm as well as for our clients. And receiving countless notes, calls and emails from clients that say “Thank you – we could not have done this without you”.

We have achieved our “better” with a team of professionals who truly cares about their work and our clients. And we will continue to strive for even “better” with our unwavering focus on integrity, service and excellence.

This is our story.

This is our legacy to our clients, families and community.

This is how we do things at JP Financial Solutions, LLC.