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From Health Care to Wealth Care, Decades of Wisdom for Your Financial Future

We’re excited to have you with us! At J&N Financial Services, we focus on building strong, lasting relationships with our clients. Our team is committed to understanding your unique financial needs and providing trusted guidance to help you navigate your financial journey with confidence.

Let us be your partner in creating a secure future for you and your loved ones.

What We Provide Our Available Services

We offer a wide array of expert financial services to help you achieve peace of mind and financial security, including:

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Life Insurance

Term, Universal Life, and Whole Life

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Retirement Planning

401k and 403b rollovers

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Estate Planning

Will and Trusts

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View More Services

Explore our comprehensive range of financial services.

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We Are Committed Our Mission Statement

Our mission is to empower individuals and businesses to achieve their financial goals through personalized, expert guidance. We are committed to building lasting relationships based on trust, transparency, and integrity. Helping you navigate your financial journey with confidence and clarity is our top priority.

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Referral Program

Love our services? Refer a friend or family member to us, and enjoy rewards.

Client Onboarding

New to Joy & Nathan Financial Services? Fill out this form to get started.

Client Feedback

We value your feedback. Share your experience with us so we can improve our services.

Your Questions Matter to Us We’re Just a Message Away

Have a question or need some guidance? We're here to help you with anything on your mind. Whether you need advice or have a quick inquiry, don't hesitate to reach out. Send us a message, and we'll get back to you as soon as possible!

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What Our Customers SayTestimonials

Dr. Lisa Monroe San Francisco, CA

    5

J&N Financial transformed my approach to wealth management. Their personalized service and healthcare sector expertise have set me up for long-term success. Highly recommended!!

Micheal Thompson Nurse Practitioner, Raleigh, NC

    5

Thanks to Joy and Nathan, i feel confident about my financial future. Their tailored strategies and expert guidance have made all the difference. A must for healthcare professionals!

Dr. Lisa Monroe San Francisco, CA

    5

J&N Financial transformed my approach to wealth management. Their personalized service and healthcare sector expertise have set me up for long-term success. Highly recommended!

Frequently Asked Question

What services do you offer?
J&N Financial Services offers a variety of services including Life Insurance (Term, Indexed Universal Life, Whole Life), Retirement Planning (401k and 403b rollovers), Annuities (Fixed Indexed Annuities), and Education Planning (Child policies and living benefits).
How does the consultation process work?
The document does not provide specific details about the consultation process. It may involve an initial meeting to discuss your needs and goals, followed by a tailored plan of action based on your circumstances.
What should I prepare for the meeting?
While the document doesn’t specify what to prepare, it’s typically advisable to gather any relevant financial documents, a list of financial goals, and any questions you may have to ensure a productive consultation.

Ready to Transform Your Financial Future?

Schedule your free consultation today and discover personalized strategies for success.

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