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OUR HISTORY

Founded in 1986

We've Served Clients for Over 30 Years

        Joseph P. Beck has been a financial professional for over 22 years. He is a Registered Representative(RR), a Registered Investment Advisor (RIA), a Certified Financial Planner (CFP), and a Certified Public Accountant (CPA) [1986]. He and other members of the firm are held to the highest industry standards by several regulatory bodies, all to make sure that everything we at JPB-Financial do is in your best interest. He holds licenses to sell securities, annuities, and various other financial products.

          Albert Guo has multiple years of experience working in the Wealth Management industry servicing clients financial planning needs. As a New York native, he attended Fordham University, graduating with a Bachelors of Arts in Economics. Currently, he is pursuing various securities licenses and the Certified Financial Planner (CFP) designation. In his free time he enjoys barbecuing, playing Yu-Gi-Oh!, watching Oklahoma City basketball, and spending time with parents and his younger sister Ada.

          Raymond Beck, our Office Manager, has over 20 years of experience in the hospitality industry, where there's never a name or a face he forgets. He understands the value and importance of your relationship with us and helps to facilitate it in any way he is able.

          Vincent is currently pursuing an undergraduate degree at CUNY Baruch College, majoring in finance. He previously worked as an operations analyst and a bookkeeper at another company for two years and is currently aspiring to participate in the financial services sector upon graduation. In his spare time, Vincent enjoys reading books, spending time with his family, and working out at the gym.

          Each of our agents has extensive personal and professional experience you can read more about in their individual pages. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We’re looking forward to using our expertise to help you pursue your financial goals.

<strong>One Team + One Focus</strong>

One Team + One Focus

Our one goal is to develop a deeper understanding of you and your goals. By doing so that allows us to forge a connection centered around accomplishing what's most important to you.

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