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HJR Financial Group Logo

2771 Oakdale Blvd. Ste. 1 - Coralville, IA 52241    |    (319) 626-3575    |    Get Office Directions

Our Services

HJR Financial Group offers clients an impressive depth of knowledge in financial planning, insurance, and estate planning.

Our advisers hold a variety of professional designations and are well versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based financial advice that our clients can trust.

We offer a full range of financial services, including:

Financial Planning:

  • Tax, retirement, investment, estate, business, and insurance planning
  • Cash flow analysis

Insurance:

  • Term, whole, universal, and survivorship life
  • Long-term care
  • Disability
  • Business Insurance
  • Medicare Supplements

Group Benefits:

  • Health
  • Dental
  • Ancillary Products

Retirement Plans:

  • IRAs: Traditional, Roth, Rollover, SEP, and SIMPLE
  • 403(b) TSA and 401(k) Plans, 457 Plans
  • Profit sharing and pensions
  • Defined benefit plans

Education Funding:

  • 529 College Savings
  • Coverdell Education Savings Accounts
  • Gift/Transfer to minors

Annuities:

  • Variable
  • Immediate and Income