One Firm, One Focus - To Increase Your Net Worth When you're ready to improve your individual or business finances, we are here to listen. Tax Support - To Investment Strategy JMR Financial Group's innovative, combined services model makes money management simple. When You Need an Accounting Expert - We're Here JMR Financial Group's team includes Accountants, Certified Public Accountants (CPAs), and Certified QuickBooks ProAdvisors.
Invest Today - For You, and For Your Future With JMR Financial Group's expert Investment Advisors and Certified Financial Planners, the financial freedom you've envisioned is within reach. 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.
Invest Today - For You, and For Your Future With JMR Financial Group's expert Investment Advisors and Certified Financial Planners, the financial freedom you've envisioned is within reach. 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.
Services
About Us
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JMR Financial Group is a financial service firm with One Goal. This is to increase our clients' net worth. We achieve this by supporting businesses and individuals in Superior, WI, Duluth, MN and the entire Twin Ports in the areas that directly affect their financial results.
Our services include investment management, income tax planning and preparation, employee benefit plan design and management, support for QuickBooks, payroll, and recurring accounting.Our "One Firm-One Focus" team approach differentiates us from our competitors while it increases our clients' net worth.
Our services include investment management, income tax planning and preparation, employee benefit plan design and management, support for QuickBooks, payroll, and recurring accounting.Our "One Firm-One Focus" team approach differentiates us from our competitors while it increases our clients' net worth.
Individual Financial Services
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Are you looking for individual financial services backed by a skilled and talented team ready to support your financial future? 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.
Investment Management
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Our Investment & Advisory service provides for the continuous daily management of investment assets for individuals, families, and organizations. Strategies are developed on a custom basis to maximize our clients' financial growth. We work with clients in Superior, WI, Duluth, MN, and the entire U.S. to quantify their goals and evaluate their personal risk tolerance.
Annual Financial Review
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An annual investment review is an opportunity to revisit your financial goals and circumstances to ensure you are still on track to reach your goals. As the world constantly changes around us, it's increasingly important to revisit and revise your financial plan to make sure it aligns with your current financial goals and objectives.
Legacy Planning
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Legacy planning is a financial strategy of passing on your assets to your loved ones, next of kin or your favorite charity. To ensure your assets are distributed in the future as you desire, planning must be done on your behalf today. A JMR advisor will help you reach a level of financial security that will allow you to live a comfortable lifestyle and accumulate wealth to leave as part of your legacy.
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