JL Financial

RIDE INTO THE SUNSET

Call today (440) 366-4829 or (440) 365-4010

IMPORTANT OFFICE UPDATE REGARDING COVID-19

Office Update: Our tax office is open, as we are classified as an essential business.

Please note, we are asking all clients to drop off their tax return documents. We will get them prepared in a timely manner and will call you once they are finished.

In accordance with the Center for Disease Control (CDC) guidelines, we are taking the necessary precautions to help prevent this virus from spreading.  We are emphasizing that all employees be diligent in regards to hand hygiene and wiping down high use areas with disinfectant wipes/spray.  We are also undergoing routine office cleaning for the entire office area.

Thank you again for your business, and we look forward to taking care of your tax needs during this difficult time.

UPDATED HOURS

Starting 4/16/20, our office hours will be Monday – Thursday: 9:00am – 3:00pm.

Note: Evening appointments may be available as well, please call the office to schedule evening appointments.

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JL FINANCIAL SERVICES NEWS

We are pleased to announce that for the upcoming tax year, Lorain County Tax will be joining JL Financial Services. JL Financial Services also manages American Tax Service in Elyria, Ohio.

This is a very exciting event for each of our companies, our employees and our customers. With this partnership, we hope to combine the trustworthy reputation that Lorain County Tax has provided our customers for the past 30+ years with the continued excellence put forth by American Tax and JL Financial Services.

This is a merger of highly compatible firms. We aim to provide high quality work for you and your families. Lorain County Tax and American Tax operate under similar values and philosophies, none of which will be lost in this merger.

Though we now operate under a new entity – JL Financial Services – you can still rely on the personal connections and relationships you have forged in the past. We’ve always been there for your financial needs and will always continue to be.

We are thrilled about this new opportunity and hope that you will join us as we look forward to new, prosperous opportunities, together, as JL Financial Services, Lorain County Tax and American Tax.

AMERICAN TAX SERVICES NEWS

It’s that time of year again! Time to start thinking about taxes and scheduling your tax appointment! Last year, we celebrated our new office location as well as the merger of American Tax Service and Lorain County Tax Service, and the feedback was overwhelmingly positive from tax advisors and tax clients alike!

This year, you can expect the same professional tax preparation and excellent service, as all of our tax advisors are back for the 2019 tax year. If you forgot your advisors’ name but would like to keep the same advisor, there should be a business card with his/her name in your 2018 tax folder.

In addition to tax preparation, we are also happy to provide consultations on Retirement Planning and Medicare Plans. Jason Leppla is a Series 7 licensed investment advisor representative, and he leads the Retirement and Investment Planning practice. We’ve also added Medicare advisor Kevin Kovach to the practice, and he is well versed on Medicare Supplements, Medicare Advantage Plans, and Prescription Drug Plans.

On behalf of all of us, we hope you had a great holiday season, and we look forward to seeing you again soon!

WELCOME TO JL FINANCIAL SERVICES

At JL Financial Services, we’re here to serve as your professional guide to financial success. Success can be defined in many different ways, and we go through an in-depth planning process to ensure that every client has the right plan for them and their family.

From retirement planning to college planning, we aim to provide experience in all areas of personal finance so that our clients are educated, comfortable, and confident with their plan. Areas of focus typically include: investment selection, investment allocation (stock/bond ratio), social security strategy, insurance, and advanced tax planning.

Thank you for visiting our website and we hope to see you in person soon!

WE CONDUCT BUSINESS WITH THE FOLLOWING CORE VALUES:

  1. Be a Trustworthy Fiduciary – Clients need to know that their best interests are truly priority #1
  2. Be Thorough – we meet with clients as often as needed to fully understand each client’s financial needs
  3. Be Accessible – we know from experience that clients want an advisor who is willing to communicate with them and answers the call in a timely manner
  4. Be Approachable – our main goal is that clients are comfortable calling, coming in to the office, and asking us for anything in the personal finance space
  5. Leave Confident – When we accomplish the above 4 goals, our clients leave the office confident that they’ve found the right advisor and the right plan. Confidence is KEY!