J R FINANCIAL

At J.R. Financial, we believe everyone should have access to ethical financial planning. The world of finance and making important financial decisions can be daunting and scary. We are here to remove that fear and give you the information you need so that you can be confident in navigating your financial future... We help guide you through financial planning, estate planning, tax preparation, wills and trusts, home refinancing, and much more... Since J.R. Financial & Insurance Services was founded February 2008, we have worked with a variety of clients from all walks of life. Together, we work diligently with our clients creating individualized reports so everyone can clearly understand their situation. When experts are needed to focus on specific issues or complicated circumstances, we have professionals on hand including attorneys, tax experts, and real estate professionals who specialize in dealing with specific situations. Our goal is to help you gain control of your estate by..

Also known as: J.R

Primary location: Santa Clara United States