Since J.R. Financial & Insurance Services was founded Feburary 2008, we have worked with many different types of clients of all walks of life. We work diligently at setting up reports for clients so they can clearly understand their situation.
When experts are needed to focus on specific legal issues or complicated circumstances, we have a variety of attorneys, financial experts and Real Estate professionals who specialize in dealing with specific situations.Our goal is to help you gain control of your estate by better understanding what your estate is, what concerns potentially face your estate, and what solutions you have available to fix / prevent problems in the future.
When experts are needed to focus on specific legal issues or complicated circumstances, we have a variety of attorneys, financial experts and Real Estate professionals who specialize in dealing with specific situations.Our goal is to help you gain control of your estate by better understanding what your estate is, what concerns potentially face your estate, and what solutions you have available to fix / prevent problems in the future.
Services
Talking about your finances can be a stressful thing to do during these times, & nobody needs more stress! At JR Financial & Insurance Services we want to take the stress out of financial planning. Our very knowledgeable agents, James Rukstalis and Peter Bradshaw, can help you navigate the very basic of financial questions to the most complicated.
If you know anyone who might be interested in joining us, please have them contact our office as soon as possible! Guests must be registered in order to attend, so contact us as soon as possible to reserve your spot! If you are already an active client of J.R. Financial, or have previously attended one of our seminars, you are welcome to join us as long as you bring a guest with you who.
J.R. Financial & Insurance Services offers multiple services to benefit our clients needs. Read below to learn about the different appointments we offer, and how to schedule. Appointments can be done over the phone, via Zoom, or in person with social distancing and mask wearing protocols in place. And as always, all appointments are totally free!
There are a lot of common mistakes people make when signing up for Social Security. This is your opportunity to learn little known Social Security strategies that could maximize your lifetime benefits and KEY FACTORS you need to know BEFORE applying for Social Security. Don't lose tens of thousands of dollars in benefits unnecessarily!.
Reviews (2)
Joseph Mosebar
Nov 30, 2019
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Nina Bookman
May 15, 2018
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Excellent customer service no matter what your financial status may be. I feel I was treated with great care and sound financial advice even though I do not have a large minimum investment or a tremendous amount of assets to work with. Finally, a company who genuinely cares about their clients wellbeing.
