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Financial Journey Partners - San Jose, California

Address: 101 Metro Dr Suite 264, San Jose, CA 95110, United States.
Phone: 4089632858.
Website: financialjourney.com.
Specialties: Financial planner, Insurance broker, Investment service.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, LGBTQ+ friendly, Appointments recommended, Free multi-storey car park, Free of charge street parking, On-site parking.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

Location of Financial Journey Partners

Financial Journey Partners 101 Metro Dr Suite 264, San Jose, CA 95110, United States

4089632858

Financial Journey Partners is a reliable and friendly financial services provider located at Address: 101 Metro Dr Suite 264, San Jose, CA 95110, United States. They can be reached at Phone: 408963285

Reviews of Financial Journey Partners

Financial Journey Partners - San Jose, California
Nikki Musso
5/5

I have been with Elaine Manley and Financial Journey Partner’s since their beginning and it truly is a journey. Elaine has guided me with key decisions that have included establishing an estate plan, a Trust, and naming an Executor. She calls me before I’ve even thought of the question. There are educational events throughout the year, as well as client events with fun activities. They have a preferred provider listing of experts in their fields for clients to select from depending on your need – Medicare, Long Term Care, Caregiving, Estate Trust and a lot more. I recently went through the Medicare enrollment process –from Part A to the rest of it when I retired from the corporate world. With the assistance and guidance of the Medicare specialist referred by FJP it went very smoothly. His explanations made it understandable and easy. The next part of my journey is fully transitioning to retired life and Elaine referred me to a Life Transition Specialist. FJP’s holistic approach and their investment in relationships – both with their clients and their preferred provider group - goes well beyond the standard. I can only describe the FJP Team as: Professional. Honest. Friendly. Helpful. Caring.

Financial Journey Partners - San Jose, California
sherie berger
5/5

I wanted to be sure that I would have enough money for a comfortable retirement and to cover possible age related health issues so that I would not be dependent on my children. With Elaine Manley’s guidance I obtained Long Term Care Insurance and a long term wholistic financial plan to follow both of which put my retirement financial worries to rest. It was and is a great comfort to see the data clearly via the Financial Journey application so I know where I am financially at all times. In retirement, it is an adjustment to be spending down and not putting in. The plan Elaine Manley and I created and I am following gives me comfort that I will have enough. Financial Journey is a proven professional, honest, and friendly organization with which to partner as one goes into retirement. I have confidence and comfort because I KNOW where I stand financially at all times.

Financial Journey Partners - San Jose, California
Ginny Babbitt
5/5

Prior to meeting Elaine and Scott, we dreaded managing our long-term finances. While essential for ensuring a future lifestyle, tracking investments was far from what we cared to do. Nor did we feel comfortable passing our financial future over to a large, impersonal firm. We were drawn to Elaine, Scott and Linda because they chose to create a smaller firm to better serve their clients rather than a legacy name -- exactly the model that we’ve wanted. This dynamic trio lead an extremely talented and engaged team – each of them readily willing to address our smallest question to huge decisions. Financial Journey Partners is fully, and gently, committed to helping us better manage and plan for our future. As with the larger firms, FJP is fortified with industry-leading technology and partners, stellar life planning experts and frequent market updates. And they are just lovely people. We are now far more engaged rather than overwhelmed. We are in for a the very long journey with FJP.

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