At J.R. Financial, we believe everyone should have access to ethical financial planning. The world of finance and making important financial decisions can be daunting and scary. We are here to remove that fear and give you the information you need so that you can be confident in navigating your financial future.
We help guide you through financial planning, estate planning, tax preparation, wills and trusts, home refinancing, and much more.
Contact us today for a FREE one on one financial review.
Financial Planning
Retirement Planning & Saving
Long-Term Care
Real Estate
Estate Planning
Life Insurance
Financial Analysis
Social Security
Advanced Trusts
Tax Planning
Investments
Charitable Work College Planning & Savings
Welcome to February, which celebrates Black History Month! J.R. Financial is honoring those in our community who continue supporting African American histories, traditions, and culture
Last Friday, J.R. Financial hosted a Financial Education Seminar for the parents of Trace Elementary School! We covered a variety of topics such as college