Jolles Financial

08/09/2024

Earlier this year Jolles Financial merged with Turning Point Financial. We are so happy with the new relationship and our team is looking forward to many years of continued service to our clients. Turning Point Financial has been nominated for Best of the Best in Frederick County as a Financial Advisory firm, for insurance services and for tax accounting services. We are so proud of the value that Turning Point has provided for their many clients and the value that they bring to our firm as well! Please vote for Turning Point by clicking on the link below.. It doesn't matter where you live or work, You can still vote for Turning Point in Frederick, Maryland!

Vote in any or all categories once per day August 2nd through August 9th EDT!

07/31/2024

BA Auto Care in Columbia Maryland is part of the fabric of our community. I know that, when they work on one of our cars, I can be confident that they have the experience and the integrity to fix what needs to be fixed. I definitely don't know my way around the mechanics of what makes my care run. I need an Auto service company that can be trusted to be fair and honest. I trust Sandy and her team at BA Auto Care!

A quality staple in Columbia since 1978, BA Auto Care has one goal: Keep you on the road safely!

They take care of all makes and models, have shuttles, and even offer pickup and delivery within 8 miles of their convenient Columbia location.

If you own a vehicle, do yourself a favor and stop by BA Auto Care for all your maintenance needs.

Schedule an appointment easily online today: https://baautocare.com/schedule-an-appointment/

07/31/2024

John Robb (Mortgage Lender/ Meridian Mortgage) is so much more than just a Mortgage Lender. He not only has many years of experience at the top of his field but his passion and integrity in the way he lives his life is his relationship with every client. If you need a mortgage lender, there is no better.

If you know someone that is looking to buying their first home, reach out to John and let him work with them to help them put all of the pieces together. Getting all of the right ingredients for qualifying for a mortgage can sometimes take time and John knows how to get them there. If you have a interest rate currently that is 5% or higher, make sure you contact John and that you are on his radar. He will know when it's time for that refinance and can reach back to you at just the right time. As John always says..."you marry the house but you date the rate!" [email protected]
443-253-0474

For a Mortgage Broker you can trust that will treat you like family, look no further than John Robb at Meridian Bank.

Whether you are purchasing for the first time, or refinancing, John Robb makes sure to explain the process thoroughly and set you up for success.

Realize your homeowner dreams and talk to John today:
[email protected]
443-253-0474

01/17/2024

Old plans can seem stale compared to new events. Let's chat to keep yours up to date.

01/12/2024

Your plans may need updating to keep up with any life changes. Let's talk about how you can adapt and thrive.

01/07/2024

What seemed enough in the past may not now. Let's talk to make sure you are ready for life's speed bumps.

01/02/2024

As the market changes, so does the path to your goals. Let's talk to help you get there.

09/19/2023

Join us for our Free Financial Fitness Webinar Series on Thursday September 21st at 7pm "To Roth or Not To Roth" https://www.jollesfinancial.com/events/to-roth-or-not-to-roth

07/12/2023

What you need to know about Long Term Care Planning - July 25th,2023 from 7-8:30pm
It's Not Your Parents LTC Policy - New Trends In Long Term Care
If you knew that there was a 70% chance that you would need long term care assistance in your lifetime, would you invest an hour to learn strategies that safeguard your assets, income and legacy?
During this Seminar we will help you understand the risk, educate you on the newest strategies and provide you with tools to prepare you for one of the biggest risks to a successful retirement… Long Term Care (LTC). Planning your long term care strategy early (in 40’s or even younger), will better prepare you for a successful retirement.
Click Here to sign up https://www.jollesfinancial.com/.../its-not-your-parents