JL Financial: Your Experienced Financial Planning Team

Meet the JL Financial Team

We’re Here for You at Every Step

Meet the financial professionals at JL Financial. We’re dedicated to easing your concerns about not having enough money to thrive in retirement, or maintaining your desired lifestyle when your days of getting a steady paycheck are over. Our approach blends a personalized, efficient service with easy accessibility so you can continue to confidently move towards your goals.

Congratulations to the following tax preparers and staff on their retirement! George Shupp, Diane Shupp, Albert Urban, Thomas Tomasheski Sr., Barb Szalay & Karen Van Demark. While these wonderful people will be tough to replace, we have added several new staff members to fill the void. The new staff is made up of experienced tax preparers who will have access to old tax returns for reference, and you’ll be in good hands going forward!