Expert Financial Services in Frisco, TX
At CJM III INC, we deliver comprehensive financial solutions and professional guidance to help individuals and businesses achieve their financial objectives and ensure long-term financial security through strategic planning and personalized service.
- Comprehensive financial planning
- Investment management services
- Retirement strategy solutions
About Us
Your Trusted Financial Partner in Frisco
CJM III INC is a premier financial services firm specializing in comprehensive financial planning and advisory services. We serve individuals and businesses in Frisco and throughout Texas, providing personalized financial strategies for long-term security and growth.
Wealth Management
Strategic wealth management solutions designed to grow and protect your financial assets
Financial Protection
Comprehensive risk assessment and protection strategies to secure your financial future
Investment Advisory
Professional investment guidance and portfolio management to optimize your returns
Financial Expertise
Years of experience in financial markets and comprehensive wealth management strategies
Why Choose CJM III INC
We deliver sophisticated financial strategies with personalized service and proven results for our clients.
Expert Financial Analysis
Our team leverages advanced financial analysis and market insights for optimal financial decisions and portfolio performance.
Frisco Financial Expertise
Deep understanding of the North Texas financial landscape and local investment opportunities in the Frisco market.
Transparent Relationships
Clear fee structures with no hidden costs, ensuring complete confidence in our financial advisory partnerships.
Satisfied Clients
Years Experience
Assets Managed ($M)
Financial Advisors
Our Financial Services
Comprehensive financial solutions for individuals and businesses in Frisco.
Financial Planning
Comprehensive financial planning including budgeting, savings strategies, and long-term financial goal setting.
Retirement Planning
Comprehensive retirement strategies including 401(k) management, IRA planning, and income distribution solutions.
Investment Advisory
Personalized investment guidance including portfolio management, market analysis, and wealth growth strategies.
Our Financial Process
How we develop and implement successful financial strategies.
Our Financial Team
Meet our experienced financial advisors in Frisco.
Michael Rodriguez
Senior Financial Advisor
Jennifer Martinez
Financial Planner
David Thompson
Investment Advisor
Sarah Johnson
Wealth ManagerFrequently Asked Questions
Answers to common questions about our financial services.
What is your financial planning approach?
We believe in a comprehensive, client-centered approach to financial planning with proper risk assessment, goal setting, and regular strategy reviews to help clients achieve their financial objectives.
What are your fees and charges?
We offer transparent fee structures based on services provided. All fees are clearly disclosed upfront with no hidden costs, ensuring you understand exactly what you're paying for.
Who are your typical clients?
We serve a diverse range of clients including individuals, families, small business owners, and professionals in Frisco and throughout Texas seeking professional financial guidance.
How often will we meet to review my financial plan?
We typically conduct comprehensive financial reviews quarterly, with more frequent communication as needed. We're always available to discuss financial changes or address any concerns you may have.