J & J Financial

What We Can Do

We help our clients build a protection plan for ideal coverage, investment success, debt reduction & more.  We at J&J Financial are a dedicated full service financial team who partner with over 50 of the industry’s leading banks, insurance companies and investment firms.
 
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Investments

Our team of experts will work with you to develop a comprehensive strategy for managing your assets that is tailored to your individual needs. Whether you are just starting out or looking to make significant changes to your portfolio, we can help.

We teach you how to invest your money

Our goal is to exceed your financial expectations. To achieve this, we work with some of the top investment firms to create a custom-built investment portfolio that best fits your needs.
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Insurance & coverage

Giving the ability to provide financial protection in case you have a serious accident or illness, play it safe with us.
Insurance needs for you, your family and business. We are able to provide the ideal coverage for all of our clients. We specialize in Tax Shelters, Life Insurance, Critical Illness, Disability and alternative options for businesses. Proper coverage is one of the most important items anyone can have today to protect themselves & Families
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Wealth Management

With a history of customer satisfaction and industry experience, you can rely on our help to build a stable future for your family.
Managing wealth and ensuring your money works harder for you. We can advise on strategies that are custom tailored to your needs.
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Contact Us to Schedule a Meeting

To schedule a meeting with us, please contact us via email or phone call. We will be happy to provide you with additional information and answer any questions you may have.

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Our Core Values

how we get the job done
trust

Trust

focus

Focus

integrity

Integrity

excellence

Excellence

consistancy

Consistency

team

Team work

We Are Always Focused On the

Growth Of Clients

Mortgages & Down payment loans

We work to find the best rates, with some of the biggest banks and lenders in the industry. We also have options for down payment loans and alternative strategies to help you get into your dream home, farm or income property.

Home & Auto Insurance

If you have auto, renters or homeowners' insurance, we can shop the industry on your behalf to ensure you're getting the most value and competitive rates. We also have business and farm insurance referral partners

Retirement Planning

We can build from scratch a strong financial strategy to meet your goals for retirement or work to improve your current plan. A second opinion doesn't cost anything, message us today for a complimentary second look at your financial plan.

Debt Relief

Our team will work to create a custom debt elimination plan with various strategies, we can look at re finance options to clear debt, loans, and consolidation options as well. Creating the debt free plan is one of specialties.

Performance & Progress

To help our clients get closer to their financial goals.

Get In Touch

For more information and or questions please email or call

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For more information and or questions please email or call

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