Financial Services
Whatever your financial goals, Make It Happen
JL Financial Services can get you there. Servicing Orange County since 2012.
About Us
Established in 2012
JL Financial Services has been steadfastly committed to one guiding principle: empowering our clients to make informed decisions about their financial future and retirement nest eggs.
We cater to the distinct financial needs of high-net-worth individuals and offer comprehensive solutions for company retirement plans. Our cutting-edge software and portfolio management systems set the industry benchmark for reliability and effectiveness.
Verify our investment professional’s credentials through FINRA’s Broker Check to affirm your trust in our expertise.
Verify our investment professional’s credentials through FINRA’s Broker Check to affirm your trust in our expertise.
Services
Services We Can Help You With !
Here are some of the ways we can help put you and your family in a better financial position.
- Tax Planning and Optimization
- Retirement Account Setup
- Taxes
- Business Benefits
- Life Planning
- Estate Planning
- Legacy Planning
- Strategic Advisor Review
- Estate Document Review
- Maximize Estate Plan
- Next Generation Education
- Fixed Annuities
- Life Insurance Products
- Health Insurance
- Asset Management Services
- Specialty Products
- Separate Entity
- Asset Isolation
- Focused Accounting
- Regulatory Compliance
- Transparency
- Risk Mitigation
- Tax Efficiency
- Legal Expertise
Subscription Options
Why JL
Why Choose JL Financial Services?
Unwavering Client Commitment
Here at JL Financial Services, your goals and aspirations are our utmost priority. Enjoy around-the-clock access to our office for any inquiries you may have.
CONTACT US
Contact & Join Together
Securities offered through @2024 LPL Financial
Member. FINRA/SIPC. © 2024 JL Financial Services.
Head Quarter:
725 Town & Country Rd Suite 530, Orange, CA, United States, California
CLIENT REVIEWS
Review's Of Clients
has always provided a detailed, proactive approach to client solutions. I’ve never received anything but positive feedback from people who have worked with him.
Edward Wagner
Managing Director
5/5
provided super financial guidance and leadership during this ever changing investment climate.
John Brown
SR Director
4/5
provided excellent services and great bookkeeping abilities. Goes over and beyond for their clients.
Omar Najibi
CFO
4.5/5
