Services | JMR Financial Group


JMR Financial Group provides an expansive array of services focused upon the achievement of universal personal and business financial goals.

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

For Individuals
We can answer your retirement planning questions, prepare a comprehensive financial plan, manage your investment funds and help you address your tax and estate planning concerns on an ongoing basis as we prepare your tax returns each year.

For Business Owners and Leaders 
Our expertise will help you design, implement and administer benefit plans for your employees, helping you maximize your available funds while building a strong business and providing your employees a high level of satisfaction resulting in improved productivity.

We also provide tax preparation and planning services for sole proprietorships, partnerships, corporations and S-corporations, as well as estates and trusts. Our customized packaged services offer business consulting, financial statement analytics, accounting, payroll and tax services, plus QuickBooks support.   These services will allow you to efficiently manage your operations, grow your profits and achieve your desired business goals.


Click to download the JMR tri-fold services brochure