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

Dear valued clients, Thank you for you continued support and trust in J.R. Financial & Insurance Services over the years that we have been working

Hello everyone! Here at J.R. Financial & Insurance Services, we like to keep our appointment scheduling and confirmation process as easy and convenient as possible

Money can be a difficult topic for many of us to discuss. Our prior generations were taught that it is one of those “forbidden topics”

With Tax Season coming to a close, we wanted to let all of our clients know that our tax professional, Raymond Wong, is not available

Attention all clients: Our Tax Professional, Raymond Wong, will not be taking any appointments after Wednesday, 4/13/2022. If you need to schedule an appointment, or

We’ve just wrapped up our first Seminars of the year, and they were a great success! If you attended, we thank you, and hope you

Hello all! As you may be aware, the deadline for tax day is coming up on April 18th! If you would like to have your taxes