Our Firm

Professionalism with the Personal Touch

Putting Our Experience To Work For You

Founded in 1998, by John Monte, CLU,ChFC,  JMI Financial Group has prided itself on providing a high level of professional service with a personal touch.

John has been in the investment industry for over 25 years.  He was an investment broker on Wall Street in NYC from 1981 – 1989.  John then worked for Prudential Financial Services from 1989 to 1998 before he became an independent broker and started his own financial consulting company, JMI Group, Inc. in 1998.  John holds the Series 7 registered representative and series 66 Investment Advisor representative securities registrations with LPL Financial.  He is also licensed for Life and Health insurance and has achieved the CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) professional designations.  He relocated from Staten Island, NY in 1995 to Safety Harbor, FL with his wife, Diane and their two sons. 

We have always been aware that our technical knowledge and experience can only benefit our clients when it is applied on an individual level.

Over the years we have assisted our individual and business clients in all aspects of insurance and investment strategies.

We have built very strong relationships with our clients by providing objective and timely analyses of their current financial situation and offering a detailed strategy to work toward reaching their goals.

Being independent gives us the access to top rated companies. This allows us to meet our primary goal of matching our clients' needs with the right product.