Financial Services for Businesses & Individuals

JMR Financial Group is a financial services firm with one goal: to increase your net worth.

How do we do it? With an innovative business model combining our investment professionals’ expertise with our accounting and tax professionals’ insight. We review and manage every aspect of your finances and provide a comprehensive financial success strategy, no matter whether you’re a business or an individual client.

We are one firm with one focus: to increase your net worth.

JMR Financial Group proudly serves clients in Superior, WI, Duluth, MN, the Twin Ports and across the United States.

Financial Success for Your Business

accounting services

Outsourced Accounting Services

accounting services - certified quickbooks support

Employee Benefit Plan Administration

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Payroll & Sales Tax Compliance

employee benefit administration

Certified QuickBooks Support

income tax planning

Income Tax Planning

income tax preparation

Income Tax Preparation

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Portrait of a happy young couple smiling in the morning, using laptop in a modern kitchen

Financial Freedom for You and Your Family

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Investment & Advisory Services

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Annual Investment Review

income tax planning

Comprehensive Financial Planning

income tax preparation

Legacy Planning

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Income Tax Planning

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Income Tax Preparation