JFR Associates stands out as a trusted tax and financial planning firm, serving individuals and businesses for over 50 years. Founded by James F. Roche, P.A. in the late 1960s, this family-oriented company has earned a reputation for personalized attention and client-centered approach.
Our Mission
Our mission is to empower clients through proactive financial guidance and exceptional service. We utilize our extensive expertise to minimize tax burdens, maximize retirement savings, and establish robust financial plans that align with your unique needs and aspirations.
Comprehensive Expertise
Our skilled professionals offer a comprehensive range of tax and financial services, which include:
Tax Preparation & Planning
- Federal and state income tax preparation for individuals and businesses
- Tax planning and consulting
- Optimization of tax credits and deductions
- Guidance on tax-advantaged retirement plans
Financial Planning & Consulting
- Comprehensive wealth management and estate planning
- Retirement planning and portfolio management
- Business valuation and financial analysis
- Comprehensive financial guidance and budgeting
Personalized Attention
At JFR Associates, we believe in building strong client relationships based on trust and understanding. Our dedicated team works closely with you to gain a deep understanding of your financial goals, concerns, and aspirations. We tailor our services to your individual circumstances and provide personalized guidance every step of the way.
Over 50 Years of Experience
Our experienced professionals have extensive knowledge of tax laws, financial planning strategies, and industry trends. We stay abreast of the latest regulations and utilize cutting-edge technology to ensure accurate and efficient service delivery.
Why Choose JFR Associates?
- Experienced and qualified advisors
- Personalized and comprehensive service
- Proven track record of success in wealth preservation and growth
- Strong commitment to client satisfaction
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