JCB Financial
JCB Financial

JCB Financial

Offers remote services
Discounts available
Offers remote services
Discounts available
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Introduction: JCBS Financial is locally owned and operated in Baltimore, MD. JCBS is dedicated to helping businesses and individuals thrive financially. Providing state of the art business tax services, as well as individual financial services. We help to create business plans as well as individual financial plans to help you reach your desired financial goals. We are focused on quality and making sure every customer is 100% happy with the services received.
Overview

Hired 1 time

Background checked

1 employee

1 year in business

Payment methods

Apple Pay, Cash, Credit card, Google Pay, PayPal, Square cash app, Zelle

Featured Projects

6 photos

Reviews

Customers rated this pro highly for responsiveness, work quality, and professionalism.

5.0

2 reviews

5
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4
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Ayana J.

She helped me better understand my financial situation. She was amazing when it came to submitting my taxes. She really took the stress off of me. I will for sure use her again.
Sep 20, 2021
Mia E.

I used JCB to help me with my financial planning and taxes. They were very professional and knowledgeable. JCB helped me get my finances back in order and on the right course for saving towards my retirement. I highly recommend!
Sep 20, 2021
Credentials
Background Check

Allysha Jacobs

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I offer fair prices for my work along with referral discounts.

  • What is your typical process for working with a new customer?

    Typical process is to initially consult with tbe client to determine we are a good match for one another. Afterwards we will come up with a financial plan and timeline that suits the client. I offer client check-ins to follow up on financial progress.

  • What education and/or training do you have that relates to your work?

    I graduated with a bachelors in Finance. I have worked in the financial industry for 5 years. I am also a certified tax preparer and licensed life insurance agent.

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