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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.
Contact us today for a FREE one on one financial review.
Our team members have professional certifications and a wealth of experience in advising clients for their financial and estate planning needs (Click the certifications below to learn more).
Our CMO and VP of Community Outreach, Andrew Christian, presented at James Lick High School about saving and investing long-term. He also hosted a lunch
Last Tuesday, J.R. Financial hosted a Financial Education Seminar for the parents of Trace Elementary School. Andrew Christian, our CMO & Vice President of Community
Yesterday, J.R. Financial joined Silicon Valley Pride in Downtown San Jose, and we had a wonderful time connecting with our diverse & proud community! We
Reach out to us today and get a complimentary consultation.