JFFinancial & Insurance Services

JFFinancial & Insurance Services Insurance Licensed in: CA - License number 0C48351 Securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC.

Our agency's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of financial products and services. Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide up-to-date and cost-effective financial strategies to our valued clients. Insurance Licensed in: CA 0C48351 & CT

How much do you know about stocks?
10/27/2025

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

Do you know the risk factors that can lead to cognitive decline?
10/24/2025

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

Protect yourself from identity theft.
10/22/2025

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
10/20/2025

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Being healthy may help your personal finances.
10/17/2025

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
10/15/2025

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

How much could you receive from Social Security? Here’s what to expect.
10/13/2025

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
10/10/2025

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Test your estate strategy knowledge with this short quiz.
10/08/2025

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

U.S. markets surged in Q3, with the S&P 500 up nearly 8% and the Nasdaq leading with double-digit gains. Strong corporat...
10/07/2025

U.S. markets surged in Q3, with the S&P 500 up nearly 8% and the Nasdaq leading with double-digit gains. Strong corporate results, resilient consumer spending, and a long-anticipated Fed rate cut all fueled momentum. Globally, the MSCI EAFE Index rose over 4%, with China, Korea, and Japan posting standout performances. European markets were mostly positive, though Germany lagged.

Quarterly Market Insights | October 2025 U.S. Markets Stocks powered ahead in the third quarter as solid economic data, strong corporate results, and a positive shift in Fed policy drove market momentum. The Standard & Poor’s 500 Index advanced 7.79 percent while the Dow Jones Industrial Average g...

U.S. Service Members should consider taking advantage of programs that are available.
10/06/2025

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Have a kid heading off to college? Here are a few tips.
10/03/2025

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Address

3300 Irvine Avenue, Suite 385
Newport Beach, CA
92660

Telephone

+19492332621

Website

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