JR Financial & Insurance Services - Santa Clara, California

Address: 2005 De La Cruz Blvd # 120, Santa Clara, CA 95050.
Phone: 4086421322.
Website: jrfis.com
Specialties: Financial consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of JR Financial & Insurance Services

☎️4086421322

⏰ Open Hours of JR Financial & Insurance Services

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

JR Financial & Insurance Services, located at 2005 De La Cruz Blvd # 120, Santa Clara, CA 95050, is a reputable financial consultant company that has been providing exceptional services to its clients for many years. With a phone number of 4086421322, and a website at jrfis.com, the company is easily accessible and user-friendly.

The company specializes in offering comprehensive financial consulting services, which has earned them a stellar reputation in the industry. Some of the key features and services offered by JR Financial & Insurance Services include:

Online appointments to accommodate clients' busy schedules
Onsite services for personalized attention and guidance
Wheelchair accessible entrance to ensure accessibility for all clients
Wheelchair accessible parking lot for added convenience
Wheelchair accessible restroom to cater to all clients' needs
LGBTQ+ friendly and Transgender safe space to provide an inclusive environment

To ensure the best possible experience for its clients, the company recommends making an appointment, although walk-ins are also welcome. With a 5/5 rating based on 5 reviews on Google My Business, JR Financial & Insurance Services is a top choice for anyone seeking financial consulting services in the Santa Clara area.

👍 Reviews of JR Financial & Insurance Services

JR Financial & Insurance Services - Santa Clara, California

Don T.

5/5

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.

Not only did James help us with our investments, he helped us to see the bigger picture with appropriate life insurance and estate planning. The team also prepares our taxes. JR Financial is the complete package.

Nina B.

5/5

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.

Joseph M.

5/5

JR Financial has been very helpful in navigating a bad situation with my taxes. Very friendly and professional.

Maria P.

5/5

Absolutely wonderful people to see each year and get your questions answered
Thank you guys for all your help

Mark R.

5/5

James is amazing. My highest rating.