300 N Greene Street, Ste. 900
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
"Our theme is building communities through financial wellness" -Self Discovery
Discover an array of services for all your financial needs .
Smart retirement planning income shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls. Learn More
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come. Learn More
Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's most-unexpected events. Learn More
Put a century of combined experience to work for you.
Curated articles, videos, and more, for a financially savvier you.
JD Financial Group understands that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.
If money wasn't an issue what would you do with your time and why is that valuable to you?
Senior Director - Community Relations
Senior Director - Research and Insight
"Success is really nothing more than the progressive realization of a worthy ideal. This means that any person who knows what they are doing and where they are going is a success. Any person with a goal towards which they are working is a successful person."
- Earl Nightingale
"Time management is an oxymoron. Time is beyond our control, and the clock keeps ticking regardless of how we lead our lives. Priority management is the answer to maximizing the time we have."
- John C. Maxwell
"If you go to work on your goals, your goals will go to work on you. If you go to work on your plan, your plan will go to work on you. Whatever good things we build end up building us."
- Jim Rohn
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.