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JX Financial Services offers a wide range of financial services with the necessary tools and expertise to help grow your business. We partner with our clients from start to finish, focusing on their needs while producing optimum results, developing effective strategies and designing high quality and scalable solutions. Contact us to learn more.


Data on a Touch Pad

Grow Your Business

It is important to keep your business book clean and organized. Our staff at JX Financial Services own extensive experience in accounting field, we understand the importance of your book to the growth of your business. Let our experts help you with numbers , we want you, the business owner to focus on growing your business.



Expert Guidance

With years of experience, our expert has the capabilities and expertise to handle any tax  challenges you or your business may face. At JX Financial Services, we combine our insights and skills to deliver the result, and to maximize the benefits you deserve. We’re proud to help to improve how our clients structure and manage their business.



Achieve Your Goals

We examine what organizations are doing to stay relevant and competitive in this fast-paced world, and which ones are doing it best. We then strategize using smart tools and  resources in order to understand the implications of every choice our clients can make. Get in touch to learn more about how this service can help you.


Optimize Assets Portfolio

Base on your needs, we provide complimentary financial planning including 401(K), IRA, Roth IRA, SEP IRA, Defined Benefit Plan, Annuity, long-term Care Insurance,    
College Funding,    
Life Insurances, ​Asset Protection and Estate Planning, 
Health Insurance and more.


13151 Emily Rd Ste 280, Dallas, TX 75240

3242 Preston Rd Ste 100, Plano, TX 75093

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