Schedule and appointment with us!

J.R. Financial & Insurance Services offers multiple services to benefit our clients’ needs. Read below to learn about the different appointments we offer and how to schedule.

Appointments can be done over the phone, via Zoom, or in person. As always, all appointments are free. We never charge for our time for information. Unfortunately, we do not accept Walk-In Appointments. Please call our office at (408) 642-1322, or contact Steven, our Director of First Impressions, at for all appointment scheduling.

Your Free Financial Review: What to bring and what to expect

financial advisor

J.R. Financial offers a free introductory one on one financial review appointment with one of our licensed fiduciary advisors. But what happens during this appointment and what should you bring along? Click here to download our document checklist, and learn what will be discussed, what happens next.

Tax Preparation

Clients who sign up and have assets under management with J.R. Financial are eligible for free tax preparation. We help Individuals & Small Businesses with their tax and accounting needs by identifying key tax planning opportunities that minimize both current and future tax liabilities. Click here to view the list of documents needed for this year’s taxes.

Notary Services

J.R. Financial has a Notary Public on staff. We do not charge any fees for this service as long as you are a client who has assets under management with us. Contact our Notary Kimberly Murphy today to schedule an appointment.