JR FINANCIAL & INSURANCE SERVICES
JR Financial & Insurance Services wants to take the stress out of financial planning. JR FINANCIAL & INSURANCE SERVICES is one of the Three Best RatedĀ® Financial Services in Santa Clara, CA.
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Reviews
After several years of friends telling me I NEED to meet with James, I finally did and the only thing I can't figure out is why I didn't do it sooner! Navigating my finances and making much-needed changes are becoming less scary and much more exciting! I appreciate the guidance James has given me. He patiently answers all my questions and ensures that I understand each step we are taking! I am excited to see where the next year takes me financially- and that's all thanks to James and his team!
We went to see James after an initial dinner into meeting. We were impressed with his knowledge of the information presented which was social security. We then booked a follow up office appointment and were again thoroughly satisfied with the information he presented to us. We now have another appointment to go to and have referred him to our children.
Excellent customer service no matter what your financial status may be. I feel I was treated with great care and sound financial advice even though I do not have a large minimum investment or a tremendous amount of assets to work with. Finally, a company who genuinely cares about their clients wellbeing.
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Location / Contact:
- 2005 De La Cruz Boulevard, Suite 120, Santa Clara, CA 95050
- Phone : (408) 642-1322
- EMail : kim***@j***.com
- Website : jrfis.com
Working Hours:
Mon - Fri: 8am - 5pm
Sat & Sun: Closed
TBRĀ® Inspection Report:
Nearby Financial Services in Santa Clara:
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ESSENCE WEALTH & INSURANCE SERVICES 4677 Old Ironsides Drive, Suite 350, CA 95054
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STEVE DUFFY 900 Lafayette Street, Suite 503, CA 95050