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Modern Office Building

What We Do

Business Meeting

Financial Management Services of America LLC. was formed to give you impeccable service by working with you to create your very own financial plan. A plan that can grow as you grow and change as you change. ​​

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Wealth Management

At FMSA we create a personalized strategy to help clients grow, protect, and manage their wealth effectively. We want to help our clients do the things they want to do. 

  • Wealth Management & Retirement Planning

    We work with you to create your very own financial plan.

    30 min

    Introductory Meeting

  • Estate Planning

    We will work closely with your attorney to help coordinate your estate

    1 hr

    Introductory Meeting

  • Education Planning

    We help you financially plan for your child's higher education

    30 min

    Introductory Meeting

  • Insurance Planning

    We understand the value of insurance needs.

    30 min

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

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