ESSENCE WEALTH & INSURANCE SERVICES
4677 Old Ironsides Drive, Suite 350, Santa Clara, CA 95054 DIRECTIONS
Since 2012
Here’s The Deal:
Essence Wealth & Insurance Service's mission is to help take away some of the responsibilities and worries and also make you focus on what matters to you. Sunny Wang is the President and Financial Advisor of the Essence Wealth & Insurance Service. If you are looking for an honest, experienced, independent, creative, personable, and caring financial advisor to help you and your family reach your long term financial goals, contact him for a free consultation. Essence Wealth & Insurance Service is an experienced and independent fiduciary financial advising firm that helps people to Save, Grow, Protect, and Enjoy their money. Their company's comprehensive financial planning approach includes financial planning, investments, insurance, estate planning, alternative investments, cash flow analysis, financial decision-making assistance, business planning, employee benefits, and more. exterior image attached in the mail add it and change image mark.
SPECIALTY:
Education, Retirement, Business, Tax, and Comprehensive Financial Planning, Investment Solutions, Insurance Services & Consultation Services
TBR® Inspection Report:
JR FINANCIAL & INSURANCE SERVICES
2005 De La Cruz Boulevard, Suite 120, Santa Clara, CA 95050 DIRECTIONS
Since 2008
Here’s The Deal:
JR Financial & Insurance Services wants to take the stress out of financial planning. Their very knowledgeable agents, James Rukstalis and Peter Bradshaw can help you navigate any of your financial questions from the very basic to the very complex. They can guide you through the financial planning process, along with estate planning, tax preparation, wills and trusts, home refinancing, and much more. Their goal is to help you gain a better understanding of your current financial standing and how you can better your current situation. And best of all, their services are absolutely free. Please contact them for a no-cost financial consultation.
SPECIALTY:
Retirement, Estate, and Tax Planning, Long Term Care, Financial Analysis, Advanced Trusts, Investments, Retirement Saving, Real Estate, Life Insurance, Social Security & Charitable Work
TBR® Inspection Report:
STEVE DUFFY
900 Lafayette Street, Suite 503, Santa Clara, CA 95050 DIRECTIONS
Here’s The Deal:
Steve Duffy is an Edward Jones financial advisor, who believes it's essential to spend his time to understand what you are working toward before you invest your money. The company is an investment firm that understands your financial goals deserve a face to face conversation. Whether you are planning to retire, saving for children's or grandchildren's college, or just trying to secure the financial future of those you care about the most, they can work together to develop practical plans to help you achieve your objectives. Edward Jones can help you develop a complete, tailored strategy to help you reach your financial aims.
SPECIALTY:
Wealth Management, Stocks, Bonds, and Mutual Funds, Retirement and College Savings, Cash Management Solutions for Self-Employed Individuals, Business Owners and their Employees, Insurance, Annuities, Cash & Credit