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Congratulations to Peter for his 2018 Outstanding Service and Dedication to Clients award, and to James for his 2018 Advisor of the Year award!

J.R. Financial presents our first Social Security Seminars of the year!

J.R. Financial is preparing to host our first social security seminars of the year! Do you know someone who would like to learn how to maximize their lifetime benefits and what key factors to know before applying for social security? Share this article so they can sign up to join us at Fiorillo’s on Tues. 1/29 or Thurs. 1/31! Click Here to find out more and to register!  

The government shutdown, and what it means for your tax returns

Dear Clients,  You’re may be aware that the government is currently shutdown. It is the second longest shutdown in history and if it continues through the weekend, it will be the longest on record.    This is to inform you that in spite of the shutdown, Internal Revenue Service announced earlier this week they will still issue refunds to taxpayers. Many taxpayers were concerned about this and we just want to share the news (if you don’t already know). IRS has mostly stopped working (only 12 percent of its staff had been […]

We’re Social! Follow J.R. Financial on your favorite social media platform!

We are pleased to announce that J.R. Financial now has new ways for you to connect with us! Along with our Facebook page, we have launched new accounts on LinkedIn, Twitter, Instagram, and we’ve also created a new YouTube channel where we will be sharing news, tips, and tools to help manage your financial freedom. Follow us for the latest news, updates, announcements for upcoming seminars, and more! We can’t wait to connect with you!