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J.R. Financial & Insurance Services
2005 De La Cruz Blvd. #120 Santa Clara, CA 95050
(408) 642-1322

We respond to all inquiries within 24 hours, open Mon - Fri 8:00am - 5:00pm

Investment Advisory Services offered through ESG Planning, a Registered Investment Advisory.

ESG Planning provided paid compensation to Advisor Magazine to be featured across its online platforms and magazines including in the article Interviewing Financial Advisors.

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