“On February 15, 2017, the DSTA gathered at Barker’s for a buffet style dinner and a presentation by Nathan Madill from JMR Financial Group. We learned about 529 plans and Coverdell Education Savings Accounts (ESA). 529 plans are governed by…

JMR Financial Group is proud to be recognized in an article in the August/September 2016 issue of Positively Superior Magazine. The article concentrates on the Entrepreneur Fund, an organization that helps start-up and established business owners in our area not…

Own a business? Let us help you design, implement and administer an employee benefit plan that’s right for you and your employees.

Need help with your investments? We’ll help put your money to work!

2016 Brings Exciting News! We had some commercials done to announce the merger. Watch for these on your local stations….  

Our own Alan Jablonski was interviewed for a story featured on The Northland’s NewsCenter. View the full story here: Financial Planners Say Waiting to Have Kids Doesn’t Necessarily Mean Better Finances

Traditional IRA (Deductible) vs. Roth IRA With Tax Season upon us now is the time a lot of people focus on making either Pre-tax or After-tax contributions to IRA’s. Which IRA will benefit you the most? This is often a…