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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 using JR financial for 7 years. They manage my retirement assets. I have been extremely happy with everything they have done for me. Buying stocks and annuities. Transferring funds between financial institutions. And managing my portfolio for the best financial outcome. I highly recommend JR Financial if you are looking for personal financial management support.
Terrible experience with both their financial advising and the "complimentary" tax services. Financial advising - Rare check-ins, and when we did meet it was super high-level with no real detail. Never felt like they were actually looking out for me. Tax services - Used them for 2 years, and both times there were mistakes on my tax returns that I had to catch myself. The second year I caught the mistake too late and asked them to file an amendment. It's been 14 months now and I'm still waiting on my refund.
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
Frequently asked questions about JR Financial & Insurance Services
How is JR Financial & Insurance Services rated?
JR Financial & Insurance Services has a 4.6 star rating with 9 reviews.
When is JR Financial & Insurance Services open?
JR Financial & Insurance Services is open now. It will close at 6:00 p.m.
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