Financial

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 […]

Introducing Julie Atienza, J.R. Financial’s New Tax Specialist

Dear Clients I am writing to introduce myself as the new Tax Specialist for J.R. Financial & Insurance Services. I recently joined James and his wonderful team and will now be responsible for coordinating any tax preparation needs that our clients may have.  For the past several weeks I have undergone extensive training to bring me up to speed about company policies, practices and programs. I am ready and excited to help you with your tax preparation needs. As such, I would love to have the opportunity to speak with […]