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About Us

We understand that all of our clients have a unique situation and story, but often have the same goal in mind – making sure they are prepared for retirement. We assist individuals, families, and business owners in achieving their financial and retirement planning goals.

Our Services

Our extensive knowledge and experience working closely with attorneys, accountants, and other skilled professionals enables us to facilitate an appropriate strategy to achieve our clients’ goals.

Blog

At JLJ Financial, we believe that keeping you informed and educated about your financial plan and the latest news in the markets is essential to a lasting relationship built on trust.

“Our mission is to be your honest and trustworthy advisor by providing customized, comprehensive financial planning solutions and exceptional service to help our clients achieve their personal financial goals.”

Investment

Through life, you work hard for your money. Let us make your money work hard for you through our comprehensive financial plans and investment options. You can live comfortably, knowing that our skilled professionals are watching your assets.

Retirement

As a retiree, or a pre-retiree, your assets will need to start producing income for the rest of your life. Let us create a plan that helps you live through your retirement years with ease, using income retirement planning strategies from a variety of different investment companies.

Insurance

Insurance is your protection from the pitfalls of life. We can independently review your insurance coverage and assess whether your current insurance is right for you and your current family situation.

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11302 Daysville Road • Frederick, Maryland 21701 • P: 301-898-7824 • F: 301-250-7619 • info@jljfinancial.com

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and JLJ Financial are not affiliated. This communication is strictly intended for individuals residing in the states of FL, NH, MD, MA, NC, NM, PA, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary

The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. Indices mentioned are unmanaged and cannot be invested into directly. Past performance is not a guarantee of future results.

JLJ Financial