JBIRNEY FINANCIAL, INC.
FLAGLER BEACH, FLORIDA

JBirney Financial, Inc., founded on January 04, 2016, is a Florida-based investment advisory firm with its headquarters in Flagler Beach. Led by John "JB" Birney, who brings over 33 years of financial advising experience, the company specializes in assisting business owners, individuals, and families in wealth preservation and investment strategies. As an Investment Advisor Representative for United Planners, JBirney Financial offers customized solutions using traditional investments, alternative investments, annuities, life insurance, and separately managed fee-based accounts. The team includes Shannon Kenton, who oversees the insurance department with over 22 years of banking and insurance experience, and Shea Birney, the Administrative Coordinator since 2012. Shea excels in leveraging technology for operational efficiency while pursuing a career as a songwriter and singer. John Jr., joining in 2014 and completing his Series 7 FINRA exam in December 2014, provides additional support as a Registered Assistant with experience in investment advice. JBirney Financial is actively involved in the community, contributing to initiatives like early learning programs through The Early Learning Coalition of Flagler/Volusia. The company emphasizes the importance of strategic retirement planning and insurance integration into comprehensive financial strategies. John "JB" Birney also shares insights on JBirney Financial's approaches via video content. Located at PO BOX 268, FLAGLER BEACH, FL, the firm prides itself on a client-centered approach, ensuring clients receive customized investment advice tailored to their unique needs. For more information or inquiries about their services and philosophy, prospective clients can visit their official website: [https://jbirneyfinancial.com](https://jbirneyfinancial.com). JBirney Financial's operational integrity is supported by its clear distinction as a non-affiliate of United Planners Financial Services, adhering to strict guidelines for investment advice.