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JR Financial & Insurance Services
- Financial Services
- Santa Clara, CA
About this business
Our goal is to help you gain a strong understanding of your estate, what concerns potentially face you, and help determine what solutions you have available to fix and/or prevent problems in the future. We also offer personal tax preparation. Find out more about what we can do for you... Review First we will review your estate and get a broad picture of your current positioning and what is going on. This is the information gathering phase so that we may gather a full view of your current standings. Initial meeting reviews ta... read more
Location details
2005 De La Cruz Blvd #131, Suite 131, Santa Clara, CA, 95050, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 6:00 p.m. | |
| Tue | 8:30 a.m. to 6:00 p.m. | |
| Wed | 8:30 a.m. to 6:00 p.m. | |
| Thu | 8:30 a.m. to 6:00 p.m. | |
| Fri | 8:30 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been a client of JR Financial for nearly 4 years. My wife and I were entering our 50’s with retirement and life goals, but no real plans on how to achieve these goals. I interviewed ten financial advisors, and then reference checked the top five. James was clearly the best fit for our family. He helped us develop a plan that allows us to focus on living our life without stressing about finances. We have a high level of confidence in his services. After four years, we are even more confident we made the right decision.... read more
Absolutely wonderful people to see each year and get your questions answered Thank you guys for all your help
James is amazing. My highest rating.
James is amazing. My highest rating.
JR Financial has been very helpful in navigating a bad situation with my taxes. Very friendly and professional.
Frequently asked questions about JR Financial & Insurance Services
How is JR Financial & Insurance Services rated?
JR Financial & Insurance Services has a 5 star rating with 6 reviews.
When is JR Financial & Insurance Services open?
JR Financial & Insurance Services is closed now. It will open at 8:30 a.m.
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