JR Financial Group, Inc.
  • Home
  • About Me
  • Speaking Engagement
    • SPEAKER
    • HIRE JEFF
    • HEAR JEFF "LIVE"
  • Author
  • Coach
  • CFP® Review
  • Testimonials
  • Contact
  • More
    • Home
    • About Me
    • Speaking Engagement
      • SPEAKER
      • HIRE JEFF
      • HEAR JEFF "LIVE"
    • Author
    • Coach
    • CFP® Review
    • Testimonials
    • Contact
JR Financial Group, Inc.
  • Home
  • About Me
  • Speaking Engagement
    • SPEAKER
    • HIRE JEFF
    • HEAR JEFF "LIVE"
  • Author
  • Coach
  • CFP® Review
  • Testimonials
  • Contact

Contact Jeff Rattiner, CPA, CFP®, MBA FROM THE JR FINANCIAL GROUP, INC.

Drop Us a Line!

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

JR Financial Group, Inc.

Email Us: jeff@jrfinancialgroup.com

Testimonials

Jeff,

Took the test today and passed. Thank you for all your help! The class was great. Your email earlier this week really lit a fire and pushed me over the edge. The 12-14 hours a day and taking the last week off made the difference. Thanks again!

All the best,

Jeffrey Miller
Senior Vice President
DeMorrow, Miller and Associates
Merrill Lynch, Pierce, Fenner & Smith Inc.


"I had taken an online class for my education requirements to sit for the exam and was worried that I was not prepared enough for the CFP® exam even though my online class stated a 90% pass rate. I was recommended by a few colleagues to take Jeff's review class because I didn't have the time nor money to take the exam multiple times. Thank goodness I took his class because looking back there was no way I would have passed without his review course.

Unfortunately I did not get my KFC designation because I passed my CFP® exam last night. I'm so excited." 
Jeff - thanks again for everything. 

Gregory Beal


Jeff,

I PASSED!!! Thanks for everything. I don’t know how I would have done it without your class.

Thanks again!

Eric Bowdler
Rogers & Kirby, Inc.


Hey Jeff,

Just wanted to give you an update that I passed the CFP® exam today! Ill be honest, I had my doubts but really appreciate all of your help! Your class was great and I felt very prepared for the exam. Thanks again 

Eric Stein


Jeff, 

I passed! I greatly appreciate your focused approach and diligence with studying what's important. 

Thank you! I'm fired up about the next stages of my career. 

 Mark A. Nicolet

JR Financial Group, Inc.

jeff@jrfinancialgroup.com

Copyright © 2025, JR Financial Group, Inc. All Rights Reserved.

Powered by