Our Services

At  J. Agrawal Financial Group, our goal is to help you plan and create a successful retirement. You've worked hard for many years, maybe raising a family, maybe saving for an education for your children, along with trying to save. After all, your wealth, lifestyle, and assets didn’t happen by accident, but rather from years of hard work, sacrifice, and commitment. 
When you choose to work with my firm, you will experience the same dedication and commitment from the knowledgeable, friendly professionals in our office. We believe financial planning should be a comfortable process, no pressure ever, never an ordeal. This is why we work hard to personally tailor our process to fit each client's individual situation.
We address a wide range of comprehensive Financial Planning topics including:
  • Retirement Planning- Pensions, SEP, 401(k), IRA, Tax Advantage Strategy
  • Estate Planning - Estate Taxes, Trusts, Wills and Power of Attorney
  • Wealth Management - Mutual Funds, Annuties, Fee based advisory accounts
  • Risk Management - Life, Long-term Care, and Disability Insurances