Find financial freedom

Innovative solutions for your financial needs

Follow us on Social Media

Our Approach

We are here for all your financial needs

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 services

Service Offerings

Financial Planning
Retirement Planning & Saving
Long-Term Care
Real Estate
Estate Planning
Life Insurance
Financial Analysis
Social Security
Advanced Trusts
Tax Planning
Charitable Work
College Planning & Savings

Why Us?

Professional Team with 10+ Years of Experience

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).

Read Our Latest News and Insights

Silicon Valley Pride 2023

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

Read more >

ready to take your FINANCES to the next level?

Get in touch today and receive a complimentary consultation.

Ready to take your finances to the next level?

Reach out to us today and get a complimentary consultation.