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

JR Financial & Insurance Services, located at Address: 2005 De La Cruz Blvd # 120, Santa Clara, CA 95050, is a reputable financial consultancy firm that offers a range of financial and insurance services. You can easily contact them at Phone: 4086421322 or visit their website at Website: jrfis.com.

This company specializes in providing financial consultant services, and they have received numerous positive reviews from their clients. According to Google My Business, JR Financial & Insurance Services has an impressive average rating of 5/5 from 5 reviews.

One of the key features of JR Financial & Insurance Services is their commitment to providing accessible services. They offer on-site services, a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom to ensure that all clients can access their services comfortably. They also have a restroom available on-site.

JR Financial & Insurance Services is a LGBTQ+ friendly and Transgender safe-space, which means that they are committed to creating an inclusive and welcoming environment for all clients. They require appointments, but it is recommended to schedule them in advance to ensure availability.

Reviews of JR Financial & Insurance Services

JR Financial & Insurance Services - Santa Clara, California

Don Thorvund

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 Bookman

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 Mosebar

5/5

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

Maria Puente

5/5

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

Mark Recob

5/5

James is amazing. My highest rating.