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At J.M. Basso & Associates firm, we are your first choice for personal financial advisory.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual financial situation.


Jacquelyn M. Basso, CPA

(610) 594-9400

(610) 594-9401

Jacquelyn M. Basso, CPA is the sole owner of J.M. Basso & Associates. She founded the company to serve the growing needs of businesses, professionals and individuals in the Greater Philadelphia region. The company provides tax planning...
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