JMR Financial Group offers a wide range of services to help you reach your personal and business financial goals. With our innovative team approach, you can always rest assured that no matter your financial needs, an expert is there to support you.

As a team, we will create a customized plan to lead YOU to Growth. Profit. Success.

Financial Services for Individuals

Questions about retirement, tax planning, estate planning? We’ve got you covered.

JMR Financial Group can answer all of your retirement planning questions, prepare a comprehensive financial plan for you, manage your investments, and help you with tax and estate planning on an ongoing basis. We’ll even prepare your tax returns each year.

  • Investment & Advisory Services
  • Annual Investment Review
  • Comprehensive Financial Planning
  • Legacy Planning
  • Income Tax Preparation
  • Income Tax Planning


Financial Services for Business Owners and Leaders

Looking for ways to maximize your business’ available funds while still building a strong business filled with happy employees? Let us help you design, implement and administer benefit plans for your employees. Benefit plans are a wonderful way to improve productivity and give employees a high level of satisfaction.

But that’s not all we can do for your business. Here are the services we provide for our business clients:

  • Outsourced Accounting Services
  • Employee Benefit Plan Administration
  • Payroll & Sales Tax Compliance
  • Certified Support of QuickBooks 
  • Income Tax Planning
  • Income Tax Preparation

Plus, we also provide tax preparation and planning for sole proprietorships, partnerships, corporations, and S-corporations, as well as estates and trusts in Superior, WI, Duluth, MN, and the entire Twin Ports.

With JMR Financial Group, you’ll get customized packaged services, including business consulting, financial statement analytics, accounting, payroll, and tax, plus support for QuickBooks. We want to make it as easy as possible to efficiently manage your operations, grow your profits, and reach your business goals.

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