How We Started
A Mission to Protect Every Family and Business
JJY Financial was founded in 2010 by Raul Purificacion with a simple but powerful belief: every individual and business deserves access to professional financial guidance — not just the wealthy few.
What started as a one-person insurance practice has grown into a full-service financial firm offering insurance, bookkeeping, tax preparation, estate planning, and notarial services. Through every stage of growth, our commitment to our clients has never wavered.
Today, we proudly serve over 2,500 clients — from young families planning their futures to established businesses protecting their legacies.
Our Mission
"To empower every client with the financial protection and clarity they deserve."
We believe financial security is not a luxury — it is a right. Our mission is to deliver expert, personalized financial services that give our clients confidence in their present and peace of mind for their future.
What Guides Us
Our Core Values
Client-First
Every decision we make starts with one question: what is best for our client? Your goals are our goals.
Integrity
We hold ourselves to the highest ethical standards — transparent, honest, and accountable in everything we do.
Precision
Financial matters demand accuracy. We bring meticulous attention to detail to every plan, filing, and document.
Partnership
We build lasting relationships, not one-time transactions. We grow alongside our clients for the long term.
Our Journey
15 Years of Growth
JJY Financial founded with a focus on insurance and tax services
Expanded into bookkeeping and payroll services for small businesses
Added estate planning and notarial services to our portfolio
Reached 1,000 active clients across individuals and businesses
Opened second office location to serve a wider community
Surpassed 2,500 clients and 5,000 policies issued
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