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Interested in a free one-on-one financial review? Would you like to know more about our services? Are you an existing client who needs to meet with us? Contact us today. As always, all appointments are free.


Click this secure link to schedule an appointment.


We do not accept walk-in appointments.

Contact Form

J.R. Financial & Insurance Services
2005 De La Cruz Blvd. #120
Santa Clara, CA 95050

(408) 642-1322

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.