Investment & Advisory Services
JMR Financial Group | Superior, WI | Duluth, MN | Across the U.S.
Global clients around the world
20+
years of experience
800+
clients served
Millions
saved in taxes
8–15×
ROI based on average client results
Financial Security Starts With JMR Financial Group
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. Our advisors are always just a phone call away.
All investment clients have access to an online portal giving them 24/7 visibility to their investment accounts. This portal also holds electronic copies of their quarterly reports. Do you have a Minnesota Deferred Compensation Plan (MNDCP) that you need help managing? We are here to help!
MNDCP offers a self-directed brokerage option through TD Ameritrade for participants who desire a wider selection of investment options.
Contact Nathan Madill today to learn more about the MNDCP Self-Directed Option.
What Differentiates Us?
JMR is a Fee-Based advisor. We charge a flat percentage fee for the management of our investment accounts. The only way JMR increases revenue is if we increase your account value. If your account value goes down, our revenue decreases as well. We are always walking down the same path as our clients, focused on increasing their net worth.
Our advisors utilize the securities that have demonstrated the ability to achieve enhanced returns compared to other securities within the same asset class.
Take Control of Your Finances Today
Let’s Keep Your Books Clean and Your Business Growing