Are you looking for individual financial services backed by a skilled and talented team ready to support your financial future?

JMR Financial Group has you covered.

Whether you need a financial planner, tax professional, Certified Public Accountant (CPA), accounting expert, investment advisor, or want to explore ways to plan for your family’s financial future, our team of experts is ready to exceed your expectations.

We proudly serve Superior, WI, Duluth, MN, and the entire Twin Ports.


Annual Investment Review

Our world is constantly changing. That’s why it’s so important to revisit your goals and circumstances annually to modify your investment plan as needed. An annual financial review from JMR Financial Group is one of the most important individual financial services we offer because it can keep you on track to achieve your financial goals.

Learn More

Comprehensive Financial Planning

What does your future look like? Next question, do you have the means to make it happen? With financial planning services from JMR Financial Group, you’ll be able to reach your financial goals and live the future you dream of. We’ll help you set long-term goals and figure out the actionable steps you need to take to achieve your dreams.

Learn More

Income Tax Planning

Nobody wants to pay more taxes than they need to. Our income tax planning services can help you save tax dollars through a complete review of your tax situation before the end of the tax year.

Learn More

Income Tax Preparation

There are tons of income tax preparation businesses out there, just waiting to take your money in exchange for basic tax prep. With JMR Financial Group, you’ll get access to expert tax advisors who will review your tax return for tax savings.

Learn More

Investment & Advisory Services

Are your investments performing as well as they could be? Do you understand how your accounts are being managed? Investment management from JMR Financial Group can keep your investments on track to ensure your financial security.

In addition to comprehensive investment and wealth management, we manage Minnesota Deferred Compensation Plan (MNDCP) accounts for those desiring a wider selection of investment options.

Learn More

Legacy Planning

Want to preserve your financial assets for your family or your favorite charity? Legacy planning can help you provide for future generations without leaving the burden to them.

Learn More