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

We’re half way through Summer! We hope you’ve all been keeping cool and beating the heat. As previously mentioned, J.R. Financial & Insurance Services has

Hello everyone! We hope you’re all enjoying your summer so far! As a reminder, our office will be closed this upcoming Monday, 7/4 in observance of

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

Happy April Everyone! Time sure is flying by! We’ve been busy with Seminars and Tax Season, which, if you have not made your Tax Appointment

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