JCE Financial Group

Our Mission

“Our mission is to help you succeed, as our client or as part of our team.”
--Managing Director Ray Latiano

JCE Financial Group seeks to provide Financial Representatives with a professional, nurturing environment that emphasizes accountability and excellent service, with the ultimate and paramount goal of helping our clients achieve financial security.

A Network of Expertise

Personal Needs Analysis

Are you where you want to be financially? Are you prepared to fund your children's education in the years to come? Are you on the right path to a comfortable retirement? Your Financial Representative can provide you with a personal needs analysis to help you identify your financial needs and goals and provide you with solutions that are right for you. By keeping in touch with you, your representative can determine whether your needs have changed and keep you aware of the resources available to you.

Business Needs Analysis

Many business owners start out with an approach designed for growth and success. Now that you've made something of your business, can you protect your success? Our estate and business planning specialists can prepare a business needs analysis for you to evaluate your risk management, business continuation and employee benefit needs. They will work in cooperation with experienced specialists from the Northwestern Mutual Financial Network and your own advisors to help develop effective solutions that will accomplish your specific financial objectives.

Investment Services

Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. A Financial Representative, who is a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), can offer you access to a wide range of investment products and services to develop investment solutions aimed at meeting your financial objectives.

Disability Income Insurance

Disability income insurance protects one of your most valuable assets--your ability to earn an income. A long-term disability could suspend or terminate your income for an extended period of time. Your Financial Representative can offer you expertise on disability insurance products from Northwestern Mutual to help ensure a source of income in the event of a disability.

Advanced Planning

Our estate and business planning specialists can assist you in the areas of estate analysis, business insurance, retirement solutions and charitable giving. They can help you customize your path to financial success, developing advanced strategies to meet your financial objectives, provide for those you care about and endow your favorite charities. Their expertise can help you take care of your family or business now and into the future.

Estate Analysis

You've worked hard to build your estate over your lifetime. Probably the last thing you want upon your death is your heirs being forced to sell a portion of your estate to pay taxes or debts. Our estate and business planning specialists can assist you with estate, business and executive benefits to protect your assets and help ensure your estate is settled the way you desire.

Employee and Executive Benefit Services

Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist from our Network affiliate, Strategic Employee Benefit Services, a nationwide program providing employee benefit services, we can help you create a solution designed around the unique needs of your company.