JMR Financial Group, Inc.

JMR Financial Group, Inc. Financial Services Firm specializing in Accounting, Investment Management, QuickBooks Support, Tax P And when we say, "one firm," we mean it.

JMR Financial Group is a financial services firm with one goal - to increase your net worth. Our rare and innovative business model combines the expertise of investment professionals with the insight of accounting and tax professionals to review, strategize and manage every aspect of your finances - personal or business. Our services include outsourced accounting, employee benefit plan administrat

ion, payroll and sales tax compliance, certified support of QuickBooks, investment and advisory services, income tax planning and preparation, legacy planning, comprehensive financial planning, annual investment review, and business valuations. Based in Superior, Wisconsin, our company is well-suited to examine your entire financial situation and make recommendations and adjustments that set you on the path to financial freedom. With today's technology, JMR serves clients nationwide!

Exciting news!Zephrina Cazaubon and Nathan Madill will be at the Atlanta Small Business Expo this Wednesday, 12/10, from...
12/08/2025

Exciting news!
Zephrina Cazaubon and Nathan Madill will be at the Atlanta Small Business Expo this Wednesday, 12/10, from 10 AM – 5 PM at Booth #437!

Stop by and discover how ZMC & Associates and JMR Financial Group, Inc. can help simplify your finances and provide the support you need for growth in 2026!

✅ Enter for your chance to win a FREE Financial Upgrade!
Just scan the QR code below to participate:

Let’s connect and talk about your business goals. See you there!

11/17/2025

Calling all Employers using Gusto payroll - Give me a call to learn how to receive 9 Months of FREE administration on new or transfer 401K Plans. Ask for Nathan (218) 405-3710.

Call now to connect with business.

11/06/2025

Have you setup your Trust or Will yet? Contact Nathan for a discount Link to Trust&Will! [email protected]

11/03/2025

Social Security COLA for 2026 - Who is helping you with your Social Security & Retirement Planning?

Contact Nathan at (715) 392-0202 to learn more!

JMR Financial Group and ZMC & Associates were thrilled to be at the small business expo last week! It was fantastic conn...
03/20/2025

JMR Financial Group and ZMC & Associates were thrilled to be at the small business expo last week! It was fantastic connecting with everyone. Thank you to everyone who stopped by our joint booth!

Stay compliant with IRS rules and regulations with JMR's Administrative services. We'll help you avoid costly penalties ...
03/06/2025

Stay compliant with IRS rules and regulations with JMR's Administrative services. We'll help you avoid costly penalties and ensure your retirement plan benefits all eligible employees fairly.

Reach out: https://jmrfg.com/contact-us/

At JMR Financial Group, we offer comprehensive retirement planning solutions tailored to your specific needs. From evalu...
03/04/2025

At JMR Financial Group, we offer comprehensive retirement planning solutions tailored to your specific needs. From evaluating your current plan to recommending new strategies, we can help you achieve your retirement goals. Don't let your financial future be a source of stress. Contact us today to schedule a consultation and start planning for a comfortable retirement.

Reach out: https://jmrfg.com/contact-us/

Consider the tax advantages of a Roth 401(k) plan. Our team can help you determine if it's the right option for your bus...
02/12/2025

Consider the tax advantages of a Roth 401(k) plan. Our team can help you determine if it's the right option for your business and employees.

Reach out: https://jmrfg.com/contact-us/

As fiduciaries, we have a legal and ethical duty to put your interests ahead of our own.Trust us to guide you towards a ...
01/24/2025

As fiduciaries, we have a legal and ethical duty to put your interests ahead of our own.Trust us to guide you towards a secure financial future.

Reach out: https://jmrfg.com/contact-us/

Are your investments working as hard as they should? Our wealth management services can help you consolidate and manage ...
01/22/2025

Are your investments working as hard as they should? Our wealth management services can help you consolidate and manage your accounts to achieve optimal returns.

Reach out: https://jmrfg.com/contact-us/

Nathan Madill, a Certified Financial Planner (CFP), provides comprehensive financial planning services tailored to your ...
01/16/2025

Nathan Madill, a Certified Financial Planner (CFP), provides comprehensive financial planning services tailored to your unique needs.

CFP professionals are held to the highest ethical standards, ensuring you receive unbiased and professional guidance.

Connect with Nathan and start your journey toward financial security: https://jmrfg.com/contact-us/

Find a CFP professional in your area: www.letsmakeaplan.org

Help your employees build a strong financial foundation with a competitive retirement plan. JMR will ensure your employe...
01/14/2025

Help your employees build a strong financial foundation with a competitive retirement plan. JMR will ensure your employees understand, participate and recognize the benefits you, the employer, are providing.

Reach out: https://jmrfg.com/contact-us/

Address

1225 Tower Avenue, Suite 305
Superior, WI
54880

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Alerts

Be the first to know and let us send you an email when JMR Financial Group, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to JMR Financial Group, Inc.:

Share