JBIRNEY FINANCIAL, INC.
FLAGLER BEACH, FLORIDA

JBirney Financial, Inc., established on January 4th, 2016, operates from Flagler Beach, Florida. It's an investment advisory firm led by John 'JB' Birney, someone with a solid three decades plus in financial advising. The company helps business folks, individuals, and families navigate wealth preservation and investments. The team collaborates through United Planners to design tailored plans that include traditional investments, alternatives, annuities, life insurance, and accounts managed separately with fees. Shannon Kenton, with her extensive 22 years in banking and insurance, manages the insurance sector. Meanwhile, Shea Birney has been coordinating administrative tasks since 2012. Shea also blends technology for efficient operations while exploring a music career. John Jr., who joined the team in 2014 and passed his Series 7 FINRA exam shortly after, helps out as a Registered Assistant with valuable investment advising experience. The firm is deeply invested in the Flagler Beach community, supporting early learning initiatives through local programs. Financial strategies at JBirney Financial emphasize retirement planning and integrating insurance into comprehensive financial goals. You can catch insights from John 'JB' Birney via video content to better understand their approach to financial advisory services. They're located at PO BOX 268 in Flagler Beach, FL. The firm thrives on crafting investment advice that meets specific client needs. To learn more or reach out with questions about their philosophy and services, visit their site: [https://jbirneyfinancial.com](https://jbirneyfinancial.com). JBirney Financial maintains its operational integrity by clearly identifying as unaffiliated with United Planners Financial Services, strictly following advice guidelines.