JR Financial & Insurance Services - Santa Clara, California

Introduction to JR Financial & Insurance Services

JR Financial & Insurance Services is a reputable financial consulting firm located at 2005 De La Cruz Blvd # 120, Santa Clara, CA 95050, United States. With a strong focus on providing exceptional financial advice and insurance solutions, the company has gained a solid reputation in the industry.

Specialties and Services Offered:

• Financial consultant

In addition to their core services, JR Financial & Insurance Services offers several convenient features to cater to their clients' needs:

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• LGBTQ+ friendly
• Transgender safe space
• Appointment required
• Appointments recommended

Location and Accessibility:

Nestled in the heart of Santa Clara, JR Financial & Insurance Services is easily accessible and well-equipped to serve clients from the surrounding areas. The company's commitment to accessibility is evident in their provision of wheelchair-friendly facilities, ensuring that everyone can access their services with ease.

Client Reviews and Ratings:

JR Financial & Insurance Services has received positive feedback from their clients, with a total of 6 reviews on Google My Business. The average rating for the company is an impressive 5/5, indicating a high level of satisfaction among their customers. This demonstrates the company's dedication to delivering top-notch financial consulting services and insurance solutions.

Contact Information:

For those seeking financial advice or insurance services, JR Financial & Insurance Services can be contacted via phone at 4086421322 or through their website at jrfis.com. With their user-friendly website and dedicated staff, clients can expect a smooth and efficient experience when working with JR Financial & Insurance Services.

👍 Reviews of JR Financial & Insurance Services

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.

Roger M.

5/5