Welcome to J&N Financial Services

FROM HEALTH CARE TO WEALTH CARE

Decades of Wisdom for Your Financial Future

Welcome to J&N Financial Services

FROM HEALTH CARE TO WEALTH CARE

Decades of Wisdom for Your Financial Future

About Us

From Health Care to Wealth Care

At J&N Financial Services, we transition your focus from health care to wealth care. With over 30 years of combined experience, Joy, a seasoned healthcare professional, and Nathan, a financial expert, are dedicated to securing your financial future.

  • Extensive Experience: Over 30 years in healthcare and financial services.

  • Cultural Competence: Tailored advice with an understanding of diverse backgrounds.

  • Proven Track Record: A history of community involvement and successful client outcomes.

About Us

We Help Clients To Get SuccessFrom Health Care to Wealth Care: J&N Financial Services

At J&N Financial Services, we transition your focus from health care to wealth care. With over 30 years of combined experience, Joy, a seasoned healthcare professional, and Nathan, a financial expert, are dedicated to securing your financial future.

Unique Selling Points (USPs):

- Extensive Experience: Over 30 years in healthcare and financial services.

- Cultural Competence: Tailored advice with an understanding of diverse backgrounds.

- Proven Track Record: A history of community involvement and successful client outcomes.

What we do

Our Services

LIFE INSURANCE

Term, Indexed Universal Life, Whole Life

RETIREMENT PLANNING


401k and 403b rollovers

ANNUITIES


Fixed Indexed Annuities

EDUCATION PLANNING


Child policies and living benefits

Our Benefits

PROTECTION FOR YOUR FAMILY


Ensure your loved ones are covered with comprehensive life insurance.

RETIREMENT SECURITY


Plan for a comfortable future with strategic retirement solutions.

FINANCIAL GROWTH


Leverage annuities for stable, long-term financial growth.

EDUCATION PLANNING


Secure your children’s future with tailored financial strategies.

What we do

Our Services

LIFE ENSURANCE

Term, Indexed Universal Life, Whole Life

RETIREMENT PLANNING

401k and 403b rolloverS

ANNUITIES

Fixed Indexed Annuities

EDUCATION PLANNING

Child policies and living benefits

Our Benefits

PROTECTION FOR YOUR FAMILY

Ensure your loved ones are covered with comprehensive life insurance.

RETIREMENT SECURITY

Plan for a comfortable future with strategic retirement solutions.

FINANCIAL GROWTH

Leverage annuities for stable, long-term financial growth.

EDUCATION PLANNING

Secure your children’s future with tailored financial strategies.

About Your Expert Guidance

About Your Expert Guidance

Joy Ekpo

From Health Care to Wealth Care

With over 30 years as a seasoned Registered Nurse and 20 years as a healthcare business owner, Joy Ekpo bridges the worlds of healthcare and finance like no other. Her unique journey fuels her passion for empowering healthcare professionals with financial literacy and freedom. Joy’s mission extends beyond personal success; she is dedicated to nurturing the well-being of families and colleagues, guiding them towards financial autonomy and leaving a lasting legacy. Joy’s blend of patience, dedication, and deep understanding of healthcare makes her the perfect guide for those seeking to transition from health care to wealth care, ensuring long-term stability and peace of mind for generations to come.

Nathan Ekpo

Strategic Financial Leadership

Nathan Ekpo brings over two decades of financial expertise, particularly in the healthcare sector, where he has mastered the art of optimizing financial operations and driving sustainable growth. As a Chief Financial Officer, Nathan combines his strategic foresight with a deep understanding of personal finance and estate planning to empower families to build and protect generational wealth. His personalized approach to financial planning ensures that each client’s unique needs are met with tailored strategies. Nathan’s dual expertise in corporate and personal finance positions him as the ideal partner for those looking to secure their financial future and achieve lasting success, both organizationally and personally.

Joy Ekpo

From Health Care to Wealth Care

With over 30 years as a seasoned Registered Nurse and 20 years as a healthcare business owner, Joy Ekpo bridges the worlds of healthcare and finance like no other. Her unique journey fuels her passion for empowering healthcare professionals with financial literacy and freedom. Joy’s mission extends beyond personal success; she is dedicated to nurturing the well-being of families and colleagues, guiding them towards financial autonomy and leaving a lasting legacy. Joy’s blend of patience, dedication, and deep understanding of healthcare makes her the perfect guide for those seeking to transition from health care to wealth care, ensuring long-term stability and peace of mind for generations to come.

Nathan Ekpo

Strategic Financial Leadership

Nathan Ekpo brings over two decades of financial expertise, particularly in the healthcare sector, where he has mastered the art of optimizing financial operations and driving sustainable growth. As a Chief Financial Officer, Nathan combines his strategic foresight with a deep understanding of personal finance and estate planning to empower families to build and protect generational wealth. His personalized approach to financial planning ensures that each client’s unique needs are met with tailored strategies. Nathan’s dual expertise in corporate and personal finance positions him as the ideal partner for those looking to secure their financial future and achieve lasting success, both organizationally and personally.

Testimonials

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

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Dr. Lisa Monroe

San Francisco, CA

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

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Micheal Thompson

Nurse Practitioner, Raleigh, NC

Testimonials

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!

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Dr. Lisa Monroe

Pediatrician, San Francisco, CA

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!

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Michael Thompson

Nurse Practitioner, Raleigh, NC

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

At J&N Financial Services, we blend deep financial expertise with a personal approach to ensure your economic well-being. Our team is dedicated to providing you with solutions that are as unique as your own life goals. Trust us to guide you with clarity and care at every financial turn.

Contact Us

(909) 234-5126

info@jnfservices.com

10685 Cloud Haven Dr, Moreno Valley, CA 92557

Copyright 2024 . All rights reserved

Ready to Transform

Your Financial Future

Schedule Your Free Consultation Today and Discover

Personalized Strategies for Success

At J&N Financial Services, we blend deep financial expertise with a personal approach to ensure your economic well-being. Our team is dedicated to providing you with solutions that are as unique as your own life goals. Trust us to guide you with clarity and care at every financial turn.

Contact Us

+1 806-216-6696

10685 Cloud Haven Dr, Moreno Valley, California, 92557

Copyright 2024 . All rights reserved